This article is excerpted from a letter by Mordechai Yavneh, managing member at Focus Capital Management, based in New York.
Description
Lindblad is a small-ship cruise company focused on the expedition market. Lindblad primarily offers nature-oriented cruises to exotic locales such as Antarctica, the Arctic, the Galápagos Islands, and similar regions. These cruises are more expensive and profitable than the standard fare offered by mainline cruise companies.
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About The Author: Mordechai Yavneh
Mordechai Yavneh is the founder and manager of New York-based Focus Capital Management, LLC, a boutique long-only hedge fund launched in 2013. Focus Capital Management is a fund with a fairly unique approach to investing. Our unique advantage comes from implementing and capitalizing on the value that concentration brings to an investor’s portfolio. We believe that focusing our time, energy, research, analysis, and resources on our best ideas generates superior long-term returns with a reduced level of risk built into each investment. We aim to invest in 4-5 positions at a time, and we believe this concentration and the deep research we invest in each of our positions is the catalyst behind our long-term success.
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