Portfolio Manager · Northwater Capital Management
Top-20 holder. added last quarter, comfortable with the treasury strategy. Wants a standing quarterly check-in.
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Northwater added to position; comfortable with strategy. Wants standing quarterly check-ins. Q: capital-raise / ATM plans.
Northwater added to the position last quarter. Alan comfortable with the treasury strategy; asked about capital-raise plans and any ATM program. Wants a standing quarterly check-in.
Routine update call. No concerns.
No other contacts at this firm yet.