Founded by Joost van der Mandele, who brings 15 years of experience in financial markets at top-tier trading firms including Van der Moolen, Flow Traders, and IMC, where he managed portfolios exceeding €10 million. His expertise spans systematic trading strategies and deep value investing methodologies. Peter Hoogendijk serves as Senior Investment Analyst, contributing over 20 years of trading experience and more than 15 years as managing partner at ORA Traders. This combination of systematic trading background and fundamental analysis expertise forms the foundation of the fund's investment approach. The fund became operational in March 2023 and has demonstrated the ability to identify undervalued opportunities across global markets.

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The Van der Mandele ARAR Fund employs a deep value investment strategy focusing on undervalued publicly traded companies through fundamental analysis. The fund specifically targets 'net-net' stocks—companies with more cash than their combined market capitalization and debt—that offer significant value but depend on management actions to unlock shareholder value. The approach is inherently contrarian, expecting cheaper segments like small caps and undervalued companies to outperform expensive large-cap stocks. The portfolio composition is based on valuation relative to market pricing, often favoring low P/E and net-net companies with the fund's systematic approach combining quantitative screening for undervalued opportunities with qualitative fundamental analysis.

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