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Strategy

Strata strives to identify emerging business trends and technologies across industries. Strata endeavors to invest in companies that are creating imbalances and disruption within their respective industries and short the companies that are negatively impacted by this disruption. Principals of Strata believe that a rigorous and extensive data-driven due diligence process should allow it to validate its investment thesis before investing. The majority of the long capital managed by Strata is generally invested in its 10 best ideas, while short portfolios are generally more diversified. For an investment to become a “best idea” position, 3 broad criteria must generally be met:

(i) The company must be strategically and structurally attractive,
(ii) The company must be financially reasonable (i.e., in the areas of valuation, transparency,
governance, etc.), and
(iii) There must be a sizeable gap between Strata's expectations for the growth and margins versus the broad markets’ expectations.

If you would like to receive additional information about Strata, including risk factors associated with its investment strategy, please contact us at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it or 310-228-4170.



 
© 2017 Strata Capital Management LP