Daniel M. Shapiro

Functions as a College/University

Functions as a College/University

Camlin Asset Management employs a catalyst-driven investment approach that seeks to achieve superior long-term returns for their clients. The firm seeks to identify and invest in companies undergoing fundamental changes in their businesses such as: (1) major restructurings (2) divestitures of non-core assets (3) the emergence of motivated or activists shareholders and/or (4) regulatory changes. Camlin firm employs several investment strategies including product line expansion, geographic expansion, excess capacity reduction, research and development, resource enhancement, portfolio building and industry convergence. Camlin specializes in managing small- to mid-cap international equity portfolios. The firm invests across a variety of sectors including basic materials, medical devices and software, regional and community banks, automotive, airlines, biotechnology, oil & gas, base metals, precious metals, technology, telecommunications and media. Camlin constructs portfolios that take a minimum of 100 positions across at least 5 industry sectors. Their turnover rate is approximately 40% per annum. For mergers and acquisitions, Camlin targets companies operating in industries that are experiencing long-term consolidation dynamics. The firm seeks to invest in growth-oriented franchises that are trading at significant discounts to their strategic values and in which an acquisition catalyst has surfaced or is likely to surface over a 1 to 2 year time horizon.