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"In the past five years, the single most consequential transformation in American corporate restructuring has occurred without a courtroom, without a creditors' committee, and—most acutely for equity holders—without the disclosure architecture that has historically attended financial distress. Liability management exercises, or 'LMEs,' have not merely complemented Chapter 11; they have begun to displace it. According to data compiled by Moody's and Barclays Research for Oaktree Capital Management's fourth-quarter 2024 publication 'The LME Wave,' more than fifty percent of corporate defaults now occur through LMEs rather than traditional Chapter 11 proceedings.¹ Practitioners have given the phenomenon a blunter name: 'creditor-on-creditor violence.'²"
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.
Learn how our approach to active ownership, fundamental research, and corporate engagement drives long-term value creation across market environments.
