Rizzi Capital is an independent wealth management partnership specializing in value investing and shareholder activism to maximize return. The firm manages a concentrated portfolio of U.S. and Canadian listed small-cap stocks, and takes a long-term approach to investing.
Our ideal investments have:
– Slow or steady growth.
– A dividend yield above 5%.
– Very little debt.
– A share price below or very close to book value.
The partnership is operated by Mario Rizzi, a Montreal, Canada, based activist investor with over 20 years of investment experience.
Mario Rizzi has successfully represented minority shareholder interests in several high profile corporate takeovers and mergers. The outcome has always resulted in a substantial increase to shareholder wealth. The two latest examples of investor activism involved the 2009 ClubLink Inc / Tri-White Corp merger, and the 2008 Viceroy Homes privatization.
Mario Rizzi is focused on deep value investing, preferring Canadian stocks with high dividend yields and a high book to market ratio. Although often keeping a condensed portfolio of under 5 major holdings, Mario has a defensive approach to investing, with emphasis on return of capital, rather than return on capital.
ClubLink / Tri-White merger – http://clublinktakeover.wordpress.com/
Viceroy Homes privatization – http://viceroyhomes.blogspot.com/