PRINCIPLED VALUE INVESTING

O’Brien-Staley Partners is a world-class firm that seeks value investment opportunities resulting from the dislocation of financial markets and related divestitures by regulators, municipalities and corporations. 

The firm invests with a long bias in out-of-favor, orphaned, or distressed assets at a discount to fundamental value. These opportunities are primarily comprised of commercial and industrial (C&I), small- and medium-sized enterprises (SME) and commercial real estate (CRE) credits. Additional situations are evaluated for attractiveness using the firm's core risk/return framework.