Overview

Notch View is comprised of a global long-only and long/short equity fund. We tend to focus on the mid cap space, where we often find outsized dislocation between trading value and intrinsic value and greater opportunity for differentiation in our research process. The firm employs a fundamental, research-intensive and repeatable investment process, with the goal of deploying significant capital behind our best ideas. We believe a concentrated portfolio of deeply researched, highly convicted investments will generate superior absolute returns over time.