Boyle Capital Strategies

Equity Strategy Equity Constrained Strategy

Boyle Capital's flagship Equity strategy uses intensive bottom up research and a rigorous stock selection process to construct a concentrated portfolio of best investment ideas. The focus is on equity and equity like securities that appear significantly undervalued.

Number of Positions: 10 - 20

Sector Constraints: None

Single Position Constraints: None

Inception Date: July 1, 2004

Boyle Capital Equity - Fact Sheet

Boyle Capital's Equity Constrained strategy uses intensive bottom up research and a rigorous stock selection process to construct a concentrated portfolio intended to provide attractive risk-adjusted returns that are less volatile than our Equity strategy.  The focus is on equity and equity like securities that appear significantly undervalued.

Number of Positions: 15 - 25

Sector Constraints: +/- 15% Benchmark Weight

Single Position Constraints: 10% Maximum

Inception Date: December 31, 2014

Boyle Capital Equity Constrained - Fact Sheet

Boyle Capital Philosophy

Boyle Capital employs a repeatable process to consistently identify securities that appear significantly undervalued.   The combination of value investing and competitive, financially sound businesses with aligned management teams set apart the Boyle Capital investment strategy.  We are focused on protecting capital from permanent loss, while also creating strong long-term returns for our partners.

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  • Durable competitive advantage
  • Profitable growth prospects on a per share basis
  • Satisfactory return on invested capital
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  • Appropriate leverage in relation to assets and cash flow
  • Flexibility through full business cycle
  • Relevant and high-quality financial reporting
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  • Managerial track record of operating and allocating capital effectively
  • Insiders have meaningful ownership stake
  • Alignment of compensation structure
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  • Security can be purchased at a meaningful discount to intrinsic value
  • Asymmetric risk/reward profile
  • Variant market perception