James E. Zimmerman serves as Fund Manager with over 20 years of experience in the securities industry, including roles at boutique investment banks and Drexel Burnham Lambert. He holds a B.A. from Princeton University and an M.B.A. from Stanford. Abigail Zimmerman serves as Research Analyst, focusing on small and medium-cap companies and conducting financial research to determine intrinsic values while engaging with company management to identify undervalued opportunities. The management team emphasizes capital protection as the first priority, followed by prudent capital growth through attractive risk-reward opportunities.

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Lowell Capital Value Management seeks long term growth of capital by investing in companies with sustainable, cash flowing businesses. The firm conducts rigorous qualitative and quantitative research to identify opportunities in companies that are fundamentally misunderstood or insufficiently covered by the market. They believe their long-term approach to 'deep value,' out-of-favor companies and industries creates an opportunity to earn outsized risk-adjusted returns versus relevant benchmarks. The firm focuses on investing in businesses trading at a significant discount to their intrinsic value, calculated based on the discounted value of future free cash flows available to shareholders. LCVM prioritizes companies with predictable and strong free cash flow, targeting a free cash flow yield of 10% or greater for margin of safety.

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