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Purchased: [date]

Sold: [date]

Total return: X

The world's third largest exporter of iron ore pellets, a high grade form of iron ore that helps to lower carbon emissions in the steel value chain.


Wellspring Capital’s investment in Ferrexpo is an excellent opportunity in the relatively stretched market valuations in the western part of the world.


The stock offers attractive free cash flow generation, capital allocation and is a critical component asset – given its importance to the global steel value chain.


Purchased: [date]

Sold: still held

Total return: not yet available

Major investment company with significant international public and private company investments.


Formerly a marketing and loyalty analytics company – such as Nectar Points – Aimia struggled to focus on shareholder value and experienced a depressed share price.


Turnaround specialists Mittleman entered in 2018, paying off debt, cutting costs and increasing value with existing assets. They changed strategic direction, building Amimia into a holding company with minority stakes in other public/private companies – such as TRADE X, the global B2B cross-border automotive trading platform.

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