INVESTMENT APPROACH

Intrinsic Edge Capital Management is a fundamentally driven investment firm seeking to identify companies in which consensus opinion deviates from our own estimates.

The investment team is actively engaged with senior management of targeted companies, their competitors, sell-side analysts and current & past holders. Our team conducts regular interviews to find deviations between market expectations and sentiment in order to identify compelling investment opportunities.

Intrinsic Edge seeks to generate positive risk-adjusted returns through security selection, prudent trading activity and rational portfolio construction.