Twelfth Street Asset Management

A Firm Focused on Value Creation through Fundamental Analysis

12th Street Asset Management is a trusted investment firm specializing in concentrated, high-active share portfolios. Driven by a deep-dive fundamental analysis approach, we identify underappreciated companies with exceptional potential for sustainable growth.

Our Beliefs and Investment Philosophy

Our philosophy revolves around meticulous fundamental analysis, seeking companies with:

• Strong management teams: Experienced leaders with proven track records of success.
• Unique or sustainable business models: Competitive advantages that provide a competitive edge.
• Strong brands: Established market reputations that command premium valuations.
• High/improving ROIC: Consistent profitability and strong economic returns.
• Strong balance sheets: Financial stability with minimal debt and ample cash flow.

Dedicated to Risk Management

We believe in establishing a margin of safety around our investments by:

• Determining fair values: Carefully assessing intrinsic value to understand true potential.
• Capital preservation focus: Prioritizing risk management at the individual stock level.

Comprehensive Investment Strategies

Our investment strategies cater to diverse client needs:

• LP Strategy: A highly concentrated portfolio offering flexibility to invest across all market segments.
• Opportunity Managed Account: A concentrated long-only portfolio focusing on high-quality businesses.
• Small Cap Value: A concentrated portfolio of small-cap stocks with vast growth potential.

Experienced and Experienced Leadership

Our team comprises seasoned professionals with extensive experience in the financial services industry. Led by founding partner Michael O'Keefe, our portfolio managers have a proven track record of generating consistent returns through rigorous fundamental analysis and meticulous risk management.

Our Commitment

12th Street Asset Management is committed to providing clients with exceptional returns through meticulous research, rigorous analysis, and a relentless focus on capital preservation. We stand as your trusted partner in achieving your financial goals.