Shawn Kravetz of Esplanade Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Shawn discussed his firm’s investment process in the context of the current market environment. He explained why he does not ignore severely beaten down stocks but selectively looks for opportunity in companies that have downside risks but also offer potential multi-bagger upside.
Shawn highlighted Dave & Buster’s Entertainment (Nasdaq: PLAY) as an idea that may offer a favorable risk-reward and may deserve closer examination. He also updated his investment thesis on Century Casinos (Nasdaq: CNTY).
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About the instructor:
Shawn Kravetz is President and Chief Investment Officer of Esplanade Capital LLC, an investment management company he founded in 1999. Esplanade Capital LLC manages capital for a small number of like-minded families, private investors, and institutions. Esplanade’s value orientation, driven by patient capital and proprietary research/analysis, has generated substantial outperformance versus benchmarks since inception. The firm specializes in smaller companies, out of favor & below the radar companies, special situations, and turnarounds. Prior to founding Esplanade, Shawn was a corporate executive and strategic advisor, including: Principal at The Parthenon Group, a leading strategy consulting boutique, where he advised chief executives on corporate strategy; Director of Strategic Planning and Corporate Development at The CML Group (NYSE traded), where he oversaw activities at subsidiaries including NordicTrack, The Nature Company, and Smith & Hawken; Consultant with Monitor Company, a leading strategy consulting firm. Shawn received an MBA with High Distinction from Harvard Business School in 1995, where he was awarded: The Thomas M. and Edna E. Wolfe Award; The Henry Ford II Scholar Award; and a Baker Scholarship. Shawn received an A.B. in Economics from Harvard University, magna cum laude, in 1991. Shawn has also been active in his community, having served as: Steering Committee Vice Chairman of The Museum of Fine Arts Council at The Museum of Fine Arts Boston; Member of the Steering Committee of The Vilna Center for Jewish Heritage; and Treasurer of the PTO for the Frances Jacobsen Early Education Center. Shawn currently serves as Trustee and Chairman of the Investment Committee at Temple Israel, Boston. Shawn formerly served on the board of directors of Nevada Gold & Casinos, Inc. where he was Chairman of the Corporate Governance and Nominating Committee and a member of the Compensation Committee.
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