Vilas Capital Management LLC

Vilas Capital Management LLC is a value management firm headquartered in Chicago, Illinois. The company employs a team of 5 to 9 individuals and generates annual revenue of $2.5 million. Vilas Capital Management distinguishes itself through its concentrated investment portfolio, focusing on undervalued securities with the potential to outperform market averages. The firm's investment strategy centers around identifying companies that are trading below their intrinsic value. Vilas Capital Management leverages quantitative measures such as price-to-book value, price-to-earnings ratios, and returns on capital over a market cycle to assess investment opportunities. Complementing these quantitative analyses, the firm incorporates qualitative factors informed by its 20+ years of experience in investment management. A key differentiator for Vilas Capital Management is its "time frame arbitrage" approach. This involves examining investments with 5- to 10-year horizons, contrasting with the shorter timeframes often employed by other market participants. This long-term perspective allows the firm to identify undervalued assets that may be overlooked by those focused on shorter-term market fluctuations. For further information or to discuss investment opportunities, please visit Vilas Capital Management's website at vilascapital.com.