Current HOLDINGS.
IC Fund III seeks to generate 12% annualized absolute returns by investing in small to mid-cap publicly traded businesses with resilient fundamentals, regardless of broader economic conditions.
We apply a disciplined, criteria-driven approach to identify businesses with robust fundamentals at attractive valuations.
IC Fund III Overview
TARGET BUSINESS CHARACTERISTICS
Mission-Critical Offerings
Competitive Advantages
Balanced Client & Supplier Base
Effective Capital Deployment
Attractive Valuations
NEGATIVE SCREENING
Market Cap: < $1B and > $30B
Weal Profitability & Efficiency
Low Liquidity & High Leverage
High Default Risk
Excessive Media Exposure
IC Fund III Holdings
First Solar
Leading global provider of comprehensive PV solar solutions.
Inception date: 2024-Q4
Iridium
Global satellite communications provider.
Inception date: 2024-Q4
Nextracker
Leading provider of solar tracking solutions for utility-scale power plants.
Inception date: 2024-Q4