Information Edge With Margin of Safety
Roumell Opportunistic Value Fund
US> Small-Cap > Core
Sep 15, 2011
Investors searching for deep value opportunities have a better appreciation of a company’s assets and business models. Yet, not all value investors are disciplined enough to analyze balance sheets first and income statements second. James C. Roumell and his team search and track businesses for years only to invest when a stock is considerably at odds with underlying value.