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Catalpa Capital Management, LLC Web-Site: Catalpacap.com E-Mail: info@catalpacap.com Phone (412) 368-2321
These factors interact to create opportunities to invest in businesses that trade well below conservative estimates of fair value. Catalpa Capital Management, LLC seeks out micro-cap securities that offer the best risk-adjusted return potential.
About Catalpa
Catalpa Capital Management, LLC is a Pennsylvania-registered RIA practice. Catalpas sole member is David Waters, CFA. Mr. Waters is the author of the wellregarded blog OTCAdventures.com, which focuses on micro-cap, thinly-traded and complex equity securities. Once its registration is completed, Catalpa will offer separately-managed accounts through its custodian and broker-dealer, Interactive Brokers. Accounts are open to accredited and non-accredited investors. Qualified retirement accounts are accepted. For more information, please contact David Waters at info@catalpacap.com or (412) 368-2321 during US Eastern business hours.
References
1
http://www.frmocorp.com/_content/essays/The_Owner_Operator_Company.pdf
3
http://www.businessinsider.com/stock-investor-holding-period-2012-8#ixzz22uVvTEmg
4
http://www.ibbotson.com/US/documents/MethodologyDocuments/ResearchPapers/LiquidityAsA nInvestmentStyle.pdf
5
https://advisors.vanguard.com/iwe/pdf/ICRRHB.pdf