Principal Transactions

Trefethen’s disciplined approach to investing entails establishing a “macro” research-based thesis and marrying it at the “micro” level with rigorous due diligence and best-in-class operating partner selection.
 
Trefethen generally targets opportunistic investments where there is a pricing arbitrage created by temporary dislocations in the capital markets, and value-added investments where outsized returns can be created through the execution of fundamentally sound and under-writable business plans.