Founded in 2008, iolite specializes in investing in hidden champions - high-quality businesses with significant unrecognized value suited for long-term ownership, led by capable and aligned entrepreneurs.
iolite employs an opportunistic and active approach that blends the best elements of private equity and public market investing.
iolite caters to a select group of private and institutional clients who share an entrepreneurial mindset, are committed to long-term investments, and desire direct access to a dedicated portfolio manager with substantial personal investment in the portfolio.
Differentiated
No management fee: pay nothing until annual performance exceeds 4%
Full alignment of interests: the portfolio manager has substantial and meaningful skin in the game
Time-tested investment strategy: value investing is a lower risk, higher return strategy proven to work well over time
Educated and experienced manager: invest with someone who was trained to beat the market and has done so in the past
Edge
The structural shift from active to passive investment strategies has evolved into a destabilizing phenomenon, leaving the market dominated by players largely indifferent to valuation:
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Passive index funds: These funds track broad market indices without considering individual valuations. They have shifted from being price takers, relying on the work of others to determine value, to becoming price makers.
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Retail investors: Often lacking the expertise to accurately assess valuations.
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Technical strategy traders: Prioritize chart patterns and trading signals over fundamental valuations.
iolite focuses on opportunities ignored by these investors, uncovering hidden potential in niche and unfavored sectors outside of mainstream trends.
iolite benefits from a stable and patient capital base, with investors who consider themselves loyal partners sharing the same entrepreneurial mindset and values. This alignment enables us to pursue unique opportunities together and confidently swim against the tide.
Expertise
iolite increasingly acquires strategic stakes in portfolio companies, aiming to play a constructive and active role in unlocking value from public companies. This is achieved through the implementation of financial, operational, and governance initiatives, both from minority and control positions.
Robert Leitz is iolite’s sole investment professional. Before iolite, he held positions at Glencore and various financial institutions, including TPG Credit (a hedge fund), Goldman Sachs' European Special Situations Group, and KPMG Corporate Restructuring.
Robert graduated from the University of St. Gallen (HSG), Switzerland, with a Master of Science in Business Administration and Economics, and wrote his master's thesis under the guidance of Prof. Eli Noam at Columbia University, New York.
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