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  • Sterling Partners Investment Thesis Challenge (SPITC)
    Sterling Partners Investment Thesis Challenge (SPITC). November . ~$5 billion of AUM across institutional funds and co-investment program1. Top quartile .
    http://polskycenter.com/spitc/SPITC%202011-12%20Kickoff%20Presentation%20-%20Workshop%20(for%20Website).pdf

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  • Bruce Berkowitz's MBIA Investment Thesis: Case Study ~ market folly
    Sep 12, 2012. study, Berkowitz looks at numerous catalysts for the insurance company: . Embedded below is Berkowitz's investment thesis on MBIA via his .
    http://www.marketfolly.com/2012/09/bruce-berkowitzs-mbia-investment-thesis.html

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  • Investing Thesis
    Jun 14, 2010 . An investing thesis is a qualitative (and partially quantitative) review of the company that contains the reasons you wish to own it. You can write .
    http://dividendmonk.com/investing-thesis/

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  • Green Alpha Advisors - Investment Thesis
    Investment Thesis. We use the term "Next Economy" frequently at Green Alpha Advisors, so perhaps the best way to introduce our investment thesis is to define .
    http://greenalphaadvisors.com/Investment_Thesis.html

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  • Our Focus
    Our portfolio companies create services that have the potential to . We evolve our investment thesis in an ongoing and open dialogue with the market. You can .
    http://www.usv.com/focus/

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  • Working on New Investment Theses - DShen's Blogs
    Apr 26, 2012 . Some of us at Launch Capital have been thinking hard about what areas to invest in next. For me these areas have been: 1. Ecommerce 2.
    http://www.dshen.com/blogs/business/archives/working_on_the_new_investment_theses.shtml

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  • Strategic Healthcare Investors' Investment Thesis | TechCrunch
    May 6, 2012 . Strategic Healthcare Investors' Investment Thesis . patient portal & relationship management company that was a TechCrunch Disrupt finalist.
    http://techcrunch.com/2012/05/06/strategic-healthcare-investors-investment-thesis/

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  • Investment Thesis
    Our investment thesis is based on acquiring enthusiast and B2B information- related product and service companies that meet the following criteria: .
    http://pocketventuresllc.com/investment-thesis/

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  • Acquisition Strategy - Bain & Company - Consulting Services
    We help companies succeed in M&A by first developing an investment thesis. The question behind every deal should be: "How will buying this asset make my .
    http://www.bain.com/consulting-services/mergers-and-acquisitions/acquisitions-strategy.aspx

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Bull On Crude Oil, Bear On Natural Gas Is ... - Investing Thesis
Production growth and how efficiently the company can generate that production growth is . Subscribe to the Investing Thesis feed via RSS or Email to receive .
http://www.investingthesis.com/interviews/investing-professionals/bull-on-crude-oil-bear-on-natural-gas-is-portfolio-manager-daniel-cheng-of-matco-financial/

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ONCAP - Investment Philosophy
The level of financial leverage utilized by each operating company will be determined by the cash flow characteristics and the investment thesis for the business.
http://www.oncap.com/investmentphilosophy.aspx

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Investment Thesis | XPCP
Apr 13, 2012 . Investment Thesis. There are many undervalued and/or unique technology assets in North America, often undervalued because of a lack of .
http://www.xpcp.ca/investment-thesis/

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