Gerald L. Delon, PhD

All investment decisions are made by Gerald L. Delon, who serves as President of the firm. The structure is a lean partnership with a short chain of command, giving Delon final authority on portfolio construction and activist engagements.

Idea generation relies on a proprietary network developed during Delon's multi-decade Wall Street career, combined with deep forensic accounting analysis. The firm does not rely on sell-side research or investment-banking deal flow. Public filings show it often identifies targets through quantitative screens for deep-value metrics and then conducts its own primary due diligence.