Capital Executive LLC has developed an investment expertise over the last 23 years. It identifies undervalued organizations in the market by analyzing the operation of an organization in relation to the strategic segments of market in which it competes.
Capital Executive LLC develops a keen understanding of the factors driving the undervaluation. And it invests in the undervalued organizations capable of generating significant value within the investment by slightly modifying its approach to the market.
Capital Executive LLC occasionally publishes investment research on the undervalued organizations, encouraging activism within the investors to facilitate the development of the unrecognized, significant value within the organizations.
Capital Executive LLC generated a net-of-expense, verifiable return of 41.1% for calendar 2012 and 35.6% for calendar 2013. In fact, since 2009, Capital Executive LLC has generated a net-of-expense, quantifiable return which is 92% better than the return generated by the S&P 500 Index.
Capital Executive LLC generated the returns with an unlevered portfolio of common equity and corporate debt.