New York, NY (PRWEB) June 29, 2012
Princeton Ivy Management LLP (“the Company”) announced the “SURF” strategy product today for medium to long term investors. “SURF” is an acronym coined by Princeton Ivy Management for “Sustainable, Undervalued, Relatively-Strong, Fixable” businesses. The strategy uses the company’s proprietary investment models for selecting attractive undervalued investment opportunities, with a goal of 20% annual return. The selection universe and benchmark is the S&P500.
According to Princeton Ivy Management’s Managing Member Ms. Indira Amladi MA MBA CFA, “This strategy is suitable only for qualified investors, looking for public, undervalued companies, having potential to regain the value through a value creation process. The Shareholder Activism Strategy aims to create value by driving significant operational efficiency in the investee companies. Unlike Carl Icahn or Bill Ackman styles of Shareholder Equitism, Indira Amladi’s team has a “facilitative style” of Shareholder Activism, a unique approach applied from Innovation processes pioneered by Ms Amladi at Johnson & Johnson. Ms. Amladi presented the Innovation process at the PDMA conference in 2003. The Company has signed a Memorandum of Understanding with a US domestic Institutional Investor regarding 50% investment in the Fund.
Investors interested in this initiative may visit http://www.princetonivy.net/ or call 646 843 9725 for more information.
About Princeton Ivy Capital Advisors: The Princeton Ivy Management team has over 90 years of combined Financial experience across various industries (FMCG, Pharmaceuticals, Financial Services, Real Estate, Manufacturing, Sustainability) and geographies (USA, Canada, India, Abu Dhabi, Kuwait, Qatar). Ms Indira Amladi MS MBA CFA Founder and Managing Member, has previously worked at Fortune 100 companies such as Procter and Gamble, Johnson & Johnson, Kraft Foods / Altria, and held consulting positions at companies such as Unilever, Deutsche Bank, and Buckeye Technologies.
Indira Amladi, CEO
Disclaimer: The statements contained are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements.
Actual results, performance or events may differ materially from those in such statements because of, but not limited to (i) general economic conditions, (ii) performance of financial markets, including emerging markets, and including market volatility, liquidity and credit events (iii) the extent of credit defaults, (iv) interest rate levels, (v) currency exchange rates (vi) changing levels of competition, (vii) changes in laws and regulations, (viii) changes in the policies of central banks and/or foreign governments, (ix) the impact of acquisitions, including related integration issues, (x) reorganization measures, and (xi) general competitive factors, in each case on a local, regional, national and/or global basis.