Every equity has a narrative, a story to be told and framed within a certain point of view. Our job is to discover and exploit the discrepancies between various narratives and business fundamentals. DGA Capital investment horizon is long, aligning with a patient investor's outlook. willing to wait until the equity returns to our measure of intrinsic value before selling.

We actively monitor competitive business cycles and if our thesis changes along with underlying business fundamentals, we will not hesitate to sell the equity. Cold, hard business facts will drive investment and position maintenance decisions.