Cedar Creek Partners is a private investment partnership that focuses primarily on micro and small cap equities.
We believe that meaningful outperformance can be achieved by being a smaller player and finding niches that are too small for larger funds.
We apply a bottom-up value approach of looking for securities that are trading at a discount to our estimate of their intrinsic value.
We believe excessive diversification leads to mediocre results.
We emphasize free cash flow and earnings capacity.
The ideal investment is growing its intrinsic value, has pricing power, minimal capital requirement, high margins, sales growth, and capable management.
Ideally the company has a near term catalyst enabling us to capture the current discount.