Navitas is not afraid to make long-term marketable securities investments in companies facing difficult headwinds, or who are employing new technology, processes and procedures to generate increased revenue in decreased pricing environments.
We look to business fundamentals, rather than temporary headlines, to make carefully timed investments. At the very core of active management is the ability to exploit market inefficiencies, carefully select securities, take on risks intentionally and create longer-term value than what can be achieved through passive investments.
Navitas benefits from its flexible and opportunistic approach to portfolio construction. Portfolio company value is then achieved through superior day-to-day execution that is recognized by follow-on investors and capital markets.