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Forest Oil (FST) - ValueX Vail 2014

Forest Oil (FST) - ValueX Vail 2014

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Published by VitaliyKatsenelson
Forest Oil (FST)
Presentation
ValueX Vail 2014
Forest Oil (FST)
Presentation
ValueX Vail 2014

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Categories:Types, Presentations
Published by: VitaliyKatsenelson on Jul 01, 2014
Copyright:Traditional Copyright: All rights reserved

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11/21/2014

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C
HRISTOPHER
K
ARLIN
A
QUITANIA
C
APITAL
M
ANAGEMENT,
LLC
F
OREST
O
IL
(FST)
 J
UNE
20, 2014VALUE
X
V
AIL
 
Disclaimer
Thediscussionofportfolioinvestmentsrepresentstheviewsoftheinvestmentmanager.Theseviewsarecurrentasofthedateofthiscommentarybutaresubjecttochangewithoutnotice.Asofthedateofthispublication,AquitaniaCapitalManagementhasapositioninthesecuritiesmentionedhereinandmaypurchaseorsellsharesatanytimewithoutnotice.Allinformationprovidedisforinformationpurposesonlyandshouldnotbeconsideredasinvestmentadviceorarecommendationtopurchaseorsellanyspecificsecurity.Securityexamplesfeaturedaresamplesforpresentationpurposesandareintendedtoillustrateourinvestmentphilosophyanditsapplication.Whiletheinformationpresentedhereinisbelievedtobereliable,norepresentationsorwarrantyismadeconcerningtheaccuracyofanydatapresented.Portfoliocompositionwillchangeduetoongoingmanagementoftheportfolios.ReferencestoindividualsecuritiesarefoinformationalpurposesonlyandshouldnotbeconstruedasrecommendationsbyAquitaniaCapitalManagementoritsmembers.
 
 Who We Are
Aquitania Capital Management is an opportunistic value investor with an event focus
Seeking dislocations where our counterparties are making uneconomic decisions
Asymmetric reward-to-risk situations with high conviction in a variant thesis
Securities that are either being accidentally overlooked or actively avoided by most investors

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