Buxton Helmsley delivers exceptional value through rigorous analysis, proactive engagement, and disciplined execution.
Concentrated portfolio of undervalued companies with clear catalysts for value realization.
Learn MoreA forensic, research-intensive approach to identifying undervalued companies and working alongside leadership to realize value.
Learn MoreCreating sustainable value through constructive engagement with portfolio companies.
Learn More"On March 6, 2026, Saba Capital Management and Cox Capital Partners launched an unsolicited tender offer for up to 8,000,000 shares of Blue Owl Capital Corporation II (“OBDC II”), a non-traded business development company managed by Blue Owl Capital Inc.¹ The bid price of $3.80 per share represented a discount of approximately 34.9% to OBDC II’s most recent net asset value after accounting for an upcoming dividend.² The OBDC II board recommended rejection, characterizing the offer as a “discount of over 30% to NAV” and informing shareholders that they would receive “significantly less than the current NAV of their investment” if they tendered.³ The offer expired in late April with less than one percent of outstanding shares tendered.⁴"
View Insights ArticleBuxton Helmsley employs a concentrated, research-intensive investment process grounded in forensic financial analysis and an institutional understanding of securities regulation. The firm takes meaningful positions in a select number of companies where it has developed high-conviction views on value, and engages constructively with management and boards to realize that value for all shareholders.
Concentrated portfolio of high-conviction positions
Investment process rooted in forensic financial analysis
Constructive engagement with boards and management teams
Disciplined risk management and portfolio construction
Buxton Helmsley has been recognized by leading financial publications and industry analysts for our commitment to excellence and results.
for Fossil Group, Inc. (NASDAQ: FOSL) shareholders within approximately 2 years of securing board representation
Through disclosure changes, SEC enforcement action, or bankruptcies
Bloomberg, based on number of campaigns
As Buxton Helmsley
* The +505% return figure for Fossil Group, Inc. (NASDAQ: FOSL) assumes a shareholder held their shares continuously from March 24, 2024, for approximately two years forward.
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