The Gatemore Special Opportunities Fund (GSOF) strategy focuses on shareholder activism, turnarounds, and special situations.
We unlock value by engaging with portfolio companies to improve corporate governance or strategy. Whereas most active managers focus solely on identifying value, our strategy is based on creating value. We strongly believe that taking a more engaged approach enables us not only to outperform broader markets but also to understand and control risk in a fundamental way.
The GSOF is a concentrated portfolio of companies across the UK, US and Europe and can hold anything from small minority stakes to take-private positions. We treat each company as a unique case and have employed a wide variety of tactics, aiming to have productive working relationships with boards of directors, management teams and shareholders.