Technology Opportunity Partners, L.P. seeks to achieve superior returns by investing concentrated equity positions in small and micro capitalization public companies. The fund focuses on software and technology-enabled service companies, attractive industry sectors where its principals have substantial operating as well as investment experience.
The investment strategy emphasizes intrinsic value, using rigorous diligence to aid in selecting opportunities with both significant potential appreciation and downside protection.
Key elements of the Technology Opportunity Partners approach include (i) original research on under-followed and/or misunderstood companies; (ii) an “ownership mentality” including constructive engagement with management and other shareholders to help build value over the long term; (iii) investments in growing companies that are well suited to being acquired; (iv) focus on a small number of holdings; and (v) a strong value orientation.