Crisis Opportunity
Eclipse Fund
Crisis-opportunity investing grounded in fundamental research and valuation discipline — long-term capital appreciation from businesses that may be deeply mispriced by temporary crises or market dislocations, never by a price fall alone.
- Temporary dislocationDistinguish recoverable crisis from permanent impairment.
- Fundamental researchInvestigate the business before conviction is formed.
- Valuation disciplineRequire value and risk/reward to justify capital deployment.
