Mak Capital

MAK Capital One LLC is a New York-based investment advisory firm established in 2002 by Michael Anthony Kaufman. The firm operates as a hedge fund manager, employing a multi-strategy investment approach focused on generating positive absolute returns. Their core philosophy revolves around fundamental, deep-value investing, seeking out differentiated businesses with defensible market positions, often at the trough of an industry or economic cycle. They prioritize downside protection and capital preservation, aiming to acquire securities at a significant discount to their intrinsic value.

The firm's investment strategy is opportunistic, designed to capitalize on both macro and fundamental opportunities identified through a thorough analysis of market risk-reward dynamics. This includes investments across various asset classes such as equities, distressed credit, currencies, and commodities. MAK Capital One LLC advises several private funds, including Hedge Fund Investment Vehicles and Opportunity Funds, managing these based on specific investment objectives and guidelines outlined in their private placement memoranda.

Michael Anthony Kaufman, the founder, serves as the Chief Investment Officer and Managing Member. He holds directorships and chairmanships in several companies, reflecting the firm's active engagement with its portfolio. Notable investments and affiliations include Agilysys, Inc., Yatra Online, Inc., Trailhead Biosystems, Inc., Noveome Biotherapeutics, Inc., MARA Bio Systems, Inc., Autolus Therapeutics, and Oncoclínicas. The firm has also held significant positions in companies like Skyline Champion Corp.

The team at MAK Capital One LLC, led by Michael Anthony Kaufman and David Nicholas Smith (Managing Director, Chief Operating Officer, and Chief Compliance Officer), brings expertise in identifying and executing complex investment strategies. Their approach emphasizes a process-driven discipline for both entry and exit, ensuring investments are held for durations sufficient to realize maximum upside while also monetizing positions when they approach full value.