Capital Executive LLC identifies undervalued organizations operating under a growing, sustainable market theme using the in-depth, screening (querying) language of the Bloomberg terminal.  The objective is to uncover both value and growth opportunities.  Specifically, the screening parameters concentrate on the operating fundamentals of the organization, especially relative performance competitively.

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Capital Executive LLC develops a keen understanding of the main factors driving the undervaluation by comprehensively analyzing the operating fundamentals of the organization, especially as it relates to the competitive landscape within the target market of the organization.  

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Depending on the results of the analysis, Capital Executive LLC establishes a long-term investment position in the common equity and / or the corporate debt of the undervalued organization.

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Capital Executive LLC publishes Corporate Strategy on the undervalued organizations using the investment research distribution platforms of Bloomberg, Refinitiv, FactSet and S&P Global.  Endeavoring to develop the significant, unrecognized value within the organization, the arguments encourage shareholder activism by communicating directly with organizational leadership, the Capital Markets, and the actual ownership of the organization (the shareholder).