Second Act

Investment Philosophy

Special situations investing in restructurings, cyclical recoveries, and post-bankruptcy equities. Forensic analysis of balance sheet repair, management changes, and margin recovery potential.

About Second Act

Second Act focuses on companies emerging from restructuring, cyclical troughs, or broken narratives with recovery potential. He's skeptical by nature and forensic in his analysis — examining balance sheet repair, new management teams, and margin recovery trajectories. The stigma of past failure is where he finds opportunity.

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