LEWIS WARBURG INC.
DELRAY BEACH, FLORIDA

Depending upon the particular funding or expertise needed, Lewis Warburg may act alone or partner with others on specific investment opportunities. Lewis Warburg’s early years and investment strategies were quite successful.  Five year audited performance returns exceeded 50% per annum, placing their performance among the elite within the industry.  Investment decisions were driven by fundamental analysis, consisting exclusively of publicly traded securities, using proprietary: active value, merger arbitrage and distressed debt strategies. In recent years, Lewis Warburg has again achieved exceptional returns.  With annual investment returns exceeding 25% and Sharpe ratios exceeding 2.5, Lewis Warburg’s recent performance again places it among the investment industry’s top performers. The strategies deployed by Lewis Warburg can be grouped into two broad categories: quantitative strategies and fundamental strategies .