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About

ABOUT US

Wise Bird Capital is an Israeli Hedge Fund specializing in Fundamental Research and Financial Data-driven Investments. The fund focuses on equities that trade on the US stock exchanges (NYSE, Nasdaq, etc.) and where the General Partner identifies opportunities for a Buy and Hold strategy.

The General Partner is constantly seeking opportunities to invest in companies that trade below their estimated valuation, often triggered by a catalyst for the investment.

With over 14 years of experience in analyzing and forecasting companies' financial data, the General Manager employs a structured process to identify opportunities in the market.

While the General Partner is comfortable making investments across a wide range of industries and asset classes, it generally prefers investments in straightforward businesses or assets that generate cash flow streams that can be reasonably estimated over the long term.

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Strategy

INVESTMENT STRATEGY

Our investment approach is geared towards achieving maximum long-term capital appreciation with a reasonable level of risk.

Employing a value investing approach, we actively seek out investment opportunities, both long and occasional short positions, where a significant disparity exists between current trading prices and the intrinsic business value. This divergence is often coupled with a catalyst for the recognition of value.

We firmly believe that our emphasis on undervalued securities establishes a margin of safety, substantially mitigating the risks associated with long-term capital loss in our partnership.

In recognition of the dynamic and ever-changing nature of markets, we have implemented a structured process that encompasses screening, evaluation, and strategic waiting for optimal investment pricing:

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  1. Screening and Selection: We identify companies for analysis based on notable price fluctuations, news articles, emerging information from the company, or through systematic review of S&P 500 companies.

  2. Utilizing Proprietary Algorithms: We leverage our in-house developed algorithms to access target companies' comprehensive financial statements (including P&L, Balance Sheet, and Cash Flow). This enables us to perform thorough valuations and detailed analyses.

  3. Dynamic Dashboards: Our dashboards, continuously updated with current market data, features a multitude of companies under our watch. We consistently compare their market prices against our valuations.

  4. Informed Decision-Making: Companies trading below our valuation thresholds are flagged on the dashboard. We then delve into a deeper analysis to determine whether investment is warranted.

By adhering to this rigorous approach, we aim to optimize our investment decisions, capturing opportunities in a rapidly evolving market landscape.

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Team

TEAM

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