Jason Stankowski
Jason Stankowski founded the Clayton Capital Appreciation Fund, LP in 2003. Jason, a self-taught investor, focuses on a profitable yet overlooked niche: investing in underperforming small cap companies with new, high-quality management teams. Jason believes that a great management team can determine much of a company’s future value through capital allocation and operational improvements, but that the market is often slow to recognize its impact. Mining this niche has allowed the fund to have an average annualized net return of 15.1 percent over the last decade. At the 2013 Santangel’s Investor Forum, Jason will speak about how he finds and judges great management teams and will share an investment idea where the market is failing to recognize a management-led turnaround.