Vilas Capital Management, LLC
Vilas Capital Management, LLC is a value manager that seeks to outperform market averages, net of all fees and expenses, by investing in a concentrated portfolio of undervalued securities. When available, the firm may also sell short extremely expensive securities that we believe have little chance of living up to market euphoria. Founded in 2010 by John C. Thompson, Vilas Capital Management, LLC serves as the General Partner to the Vilas Fund, LP, a long/short equity fund. The firm’s value approach evaluates investments utilizing quantitative measures such as price-to-book value, price-to-earnings, and returns on capital over a market cycle as well as qualitative factors based on our more than 25 years of investment management experience. The firm also uses "time frame arbitrage" by looking at investments with 5-10 year horizons instead of the shorter term time frames used by the vast majority of market participants. Investment in the Vilas Fund is restricted to verified Accredited Investors meeting certain income or net worth thresholds. For more information, Accredited Investors are encouraged to call or email for more details.