Sector: Alternatives, Financials
Headquarters: Arlington, VA
Kudu Investment Date: July 2019
Status: Active
EJF focuses on regulatory change and where they believe investment opportunities will be created
The firm employs a value-based, fundamental approach to security selection with a macro overlay based on the regulatory environment. Since inception, EJF has focused on anticipating and positioning around the regulatory pendulum that swings from highly regulated to deregulated, and back. EJF analyzes the pendulum movement to forecast how they believe institutions are going to lend and invest.