About Fundamental global®
Fundamental Global®: A Private Partnership Focused on Long-Term Strategic Holdings
Fundamental Global® is a private partnership that was founded in 2012 by Kyle Cerminara and Joe Moglia. The company is focused on long-term strategic holdings, which means that they invest in companies with the intention of holding onto them for an extended period of time. This approach allows Fundamental Global to build relationships with the companies they invest in and work closely with their management teams to help them achieve their goals.
One of the key strengths of Fundamental Global is its team. The company has a group of experienced professionals who have worked together for many years. They have a deep understanding of the markets and are able to identify opportunities that others may miss. This expertise has allowed Fundamental Global to deliver strong returns for its investors over the years.
Another strength of Fundamental Global is its investment philosophy. The company believes in investing in high-quality businesses that have sustainable competitive advantages, strong management teams, and attractive valuations. By focusing on these factors, Fundamental Global is able to identify companies that are likely to perform well over the long term.
Fundamental Global's investment strategy involves taking large positions in companies that it believes are undervalued by the market. This approach allows them to benefit from any future growth potential while minimizing downside risk. In addition, they often take an active role in helping their portfolio companies improve their operations and grow their businesses.
One example of this approach can be seen with one of Fundamental Global's largest holdings: Jamba Juice (now known as Focus Brands). When they first invested in Jamba Juice, it was struggling financially and had lost its way as a brand. However, through working closely with management and implementing changes such as menu innovation and store redesigns, Jamba Juice was able to turn things around and become a successful business once again.
Fundamental Global's portfolio includes investments across various sectors such as consumer goods, healthcare, and technology. Some of their notable holdings include companies such as Apple, Amazon, and Berkshire Hathaway. By investing in these high-quality businesses with strong fundamentals, Fundamental Global is able to provide its investors with exposure to some of the world's most successful companies.
In addition to its investment activities, Fundamental Global is also committed to giving back to the community. The company has a philanthropic arm called Fundamental Impact that supports various charitable causes such as education and healthcare.
Overall, Fundamental Global is a private partnership that has established itself as a leader in long-term strategic holdings. With its experienced team and investment philosophy focused on high-quality businesses with sustainable competitive advantages, it has delivered strong returns for its investors over the years. As it continues to identify opportunities in the market and work closely with portfolio companies to help them achieve their goals, it is well-positioned for continued success in the future.