Pierre-Henry Oger

CapitalatWork is an active, long-term manager which invests in publicly-traded stocks and bonds, searching for sustainable superior businesses at prices below intrinsic value to benefit from reappraisal.. They have a worldwide geographic focus. The firm''s analysts and portfolio managers utilize an array of information sources and screening tools to continuously look for sustainable superior businesses with measurable worth representing good to great value (relative to their long-term free-cash-flow generating capability). They then conduct research to determine reasonable estimates of intrinsic value and a thorough understanding of their risk-characteristics. CapitalatWork constructs diversified portfolios of free-cash-flow generating businesses which they believe are undervalued, diversifying across companies and industries to reduce unnecessary risk.