Our Philosophy

Lava Creek Capital Management is a value-oriented investment firm. We screen & evaluate how investor sentiment affects valuations in the capital markets. Discounted expectations based on forward extrapolation of current conditions can potentially lead to mispriced securities. As a result, excessive levels of either optimism or pessimism can coincide with inflection points in security price trends over multi-year cycles. With this in mind, we search the market for undervalued small to mid-cap investment opportunities based on our own research, analysis & long-term perspective. Our experience leads us to believe that most investors tend to disregard value in exchange for a shorter term focus & propensity to over pay for unsustainable growth & price momentum. We prefer to avoid the crowd & focus on value.

In addition to our value investing strategy, we also place value on:

Our Client Relationships - They represent the foundation of our business.

Trust - We know it is earned & do not take it for granted.

Doing Our Own Research - Our criteria is specific & highly selective.

Our firm claims compliance with the CFA Institute Asset Manager Code of Professional Conduct*

* This claim has not been verified by CFA Institute.

 

We differentiate with our focused research, long term perspective & passion for value investing.