Special Situations Global Equities

Special Situations Global Equities

About the Substack

High-conviction global equity analysis. Combining deep fundamental research with specific event-driven catalysts to identify asymmetric risk-reward opportunities. Quality of ideas over quantity. Expect infrequent posts!

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• Occasional public posts

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• Paid subscriber-only posts and full archive
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Paid Subscription Plans

• £60 a month
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About SSGE strategy by @JoeValue

SSGE is a value oriented long only global equities fund. Highly concentrated. Investing style inspired by Greenblatt and Greenwald. I write about positions the fund holds. Not investment advice! For entertainment purposes only.