The firm utilizes a bottom-up, fundamental-based research process emphasizing below the radar small-cap value stocks. The archetypical KWM investment is an overlooked stock at a discounted valuation, whose business is inflecting. Our process is rooted in the classical value framework with an emphasis on strong competitive positioning and durable cash flows.
Price is what you pay; value is what you get- Warren Buffett
Additionally, from time to time we attempt to effect change by engaging with management teams in what is frequently labeled shareholder activism for the purpose of unlocking and maximizing shareholder value. KWM will typically invest in no more than 15 alpha-generating stocks and know them very well. We seek to focus on our “best ideas” rather than dilute our efforts and potentially results.
KANEN WEALTH MANAGEMENT, LLC.
5850 Coral Ridge Drive
Coral Springs, FL 33076
P: (631) 863-3100
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(1) This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.
(2) Kanen Wealth Management only conducts business in jurisdictions where approved or exempt.