Capital Executive LLC identifies undervalued organizations operating under sustainable, market themes using an in-depth, screening (querying) language to uncover both value and growth opportunities.  Specifically, the screening parameters concentrate on the operating fundamentals of the organization, especially relative performance.

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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 the competitive dynamics within the target market of the organization.  

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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, Thomson Reuters, FactSet and S&P Global.  The arguments encourage shareholder activism by communicating directly with the organizational leadership, the Capital Markets, and the ownership (shareholder) -- endeavoring to develop the significant, unrecognized value within the organization.