CYPRESS INVESTMENT MANAGEMENT, LLC

Thesis

Cypress Investment Management, LLC, encompasses various entities with a general focus on fundamental investing for long-term growth and capital appreciation. Strategies often involve in-depth research, a focus on companies with strong fundamentals, and diversified yet strategically positioned portfolios. Some entities employ a top-down macroeconomic approach for sector selection, followed by bottom-up stock selection, avoiding industries with deteriorating fundamentals. Sector preferences vary, with some highlighting energy and natural resources, while others have a broad approach for leveraged buyouts or focus on specific asset classes like senior loans. Stage preferences are diverse; The Cypress Group historically focused on leveraged buyouts, while other entities like Cypress Asset Management and Cypress Capital Management appear to focus on wealth management. Cypress Growth Capital invests in software and technology. Geographically, the focus is primarily on the United States, with entities based in Houston, TX; Sheridan, WY; Los Angeles, CA; Vancouver, British Columbia; and Peoria Heights, IL. Strategies include fundamental investing, growth and income equity, core growth equity, energy and natural resources equity, enhanced yield dividend, fixed income, and leveraged buyouts. Some firms emphasize a hands-on approach. AUM varies significantly across entities, with Cypress Capital Management Ltd. managing over $5.5 billion, The Cypress Group raising approximately $3.6 billion since inception, and Cypress Asset Management managing $455.8 million. Information on typical check sizes is limited, but The Cypress Group historically invested over $4 billion of equity in large-scale private equity transactions.

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