Aplomb Capital seeks to preserve and grow capital over the long-term through a combination of long and short investments in the securities of consumer related companies. The fund primarily invests in U.S. and international public equities and employs leverage to enhance returns.
The investing philosophy is based on the power of combining both academic research and fundamental analysis. The Fund Manager believes that by using this two-step process the fund is able to systematically identify longs and shorts with the best risk/return probabilities.
Kevin Sowers has been following the consumer industry as both a buy and sell side analyst for twelve years. This includes eight years at Tiger Consumer a long/short “cub” as well as over two years at Morgan Keegan following specialty retail.