Foundry Value Master Fund

Troy Marchand's Foundry Value Master Fund December Monthly Report

Troy Marchand's Foundry Value Master Fund commentary for the month ended December 31, 2015.

Investment Objectives

The goal of the Foundry Value Master Fund, LTD. (“FVMF” or the “Fund”) is to generate portfolio alpha over market cycles, while minimizing market risk. We focus on companies trading at a deep discount to intrinsic value with a catalyst on the horizon. We invest where valuations are irrational and catalysts misunderstood to achieve superior performance over time. The Fund will only hold our “best ideas”, resulting from deep, fundamental analysis and engagement with a wide network of industry contacts. While we intend . . .

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