Dichotomy Capital LLC Information

Dichotomy Capital LLC acts as the investment advisor to Separately Managed Accounts (SMA) and to Dichotomy Partners LP, a Delaware Limited Partnership(The Fund). The Fund is an absolute return fund founded on value principles. The Fund employs a strict value investing approach that searches for securities that differ significantly from their intrinsic value. Our research utilizes deep investigation, on-site visits, expert interviews, and exhaustive readings to understand the business as an owner. The Fund also invests in the emerging asset class of direct consumer loans. The consumer loan portfolio offers yields that are more than 400 basis points higher than junk bonds and amortize over 3-5 years giving the Fund significant flexibility and control over cash flows. The Principle of the Fund has invested a significant portion of his personal wealth in Dichotomy Partners LP, aligning the interests of investors and management. Separately Managed Accounts are tailored for the individual client and can emphasize long-only, long/short, and fixed income strategies. Please contact us and let us know how we can assist you and your goals.