Spitfire Capital

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About us

Investment Approach

Spitfire is a value-oriented investor in publicly-traded, smaller capitalization companies. We invest in market share leading businesses which generate excess cash, possess substantial financial flexibility and demonstrate increasing intrinsic value. Our investments offer the potential for significant upside over a one to three year holding period while benefitting from a substantial margin of safety.

Most of our targets are underfollowed by sell side analysts and institutional investors and are often attractive acquisition candidates. Since inception, eighteen companies, representing approximately 20% of our investments, have been acquired by strategic or financial buyers.