Firm Overview

Continental Advisors LLC is an SEC-registered investment adviser founded in 1999. The senior principals of the firm have worked together for nearly two decades and, on average, bring more than 25 years of experience in the securities and money management industry. The firm manages approximately $300 million in assets, predominantly for high-net-worth individuals and families. 

 

Investment Strategy 

Our investment strategy is focused primarily on publicly traded equity securities. We seek to preserve and grow capital by combining attractive attributes of “traditional” hedged equity portfolios with “modern” risk management tools and practices. The firm operates with a highly disciplined approach, focused on longer-term investment time horizons, and relying on fundamental valuation measures driven by projected cash flows.  We strongly believe in aligning the economic interests of investor clients and firm principals.

 

Investment Process 

Our process is focused on identifying individual securities that are trading at prices not reflective of our perception of their value. We attempt to develop and exploit a competitive advantage in security selection by concentrating on specific industries and/or specific subsectors within industries. We are not benchmark, style, or capitalization constrained. We conduct analysis of a diverse mix of small-, mid-, and large-capitalization companies. We engage in extensive primary research. Our research activities are focused on trying to develop and maintain an edge over other market participants evaluating the investment merits of the companies in our sectors. Our long side investment process is strategic, while the short side is tactical.

 

Risk Management Philosophy 

We believe risk management is an activity, a discipline, and a culture – not a system. Our risk management process is continuous and self-improving over time through a feedback mechanism. We use several risk management tools (both proprietary and third party) to optimize, monitor, evaluate, and adjust the risk of our portfolios.