Our firm works with non-traditional asset classes. We rarely perform risk analysis of publicly traded companies. What this means is that we work in markets that are either too small for large institutional investors or overlooked by most accredited investors.
For example, we might perform credit analysis of a private portfolio of 300 tractor loans in Uruguay. However, we would not perform credit analysis of a publicly traded company like Caterpillar.
Since 2006, much of our analysis was focused on special opportunities stemming from the mortgage finance crisis.