Global Special Situations Research Co. Inc.

Global Special Situations Research Company, Inc. (GSSR) is a registered investment adviser founded on August 12, 1996, by Juliusz Sas, offering portfolio management services exclusively. GSSR specializes in actively managed special situations equity accounts for high net worth individuals and institutional investors. The firm's investment strategy focuses on undervalued acquisition candidates, aiming for a 25% to 45% appreciation potential over 18 to 36 months. GSSR manages $6.9 million in fully discretionary assets as of December 31, 2024. Clients can impose restrictions on investments based on values or beliefs. GSSR typically bills clients separately for management fees and performance fees, with fees varying based on assets under management. The firm may enter into performance fee arrangements with qualified clients, subject to negotiation. GSSR exercises full discretion over client accounts, with limitations on certain types of securities. Clients retain proxy voting authority, and GSSR does not typically vote proxies. The firm has not had any disciplinary actions, and its employees adhere to the CFA and Registered Investment Advisers' Code of Ethics. GSSR does not disclose financial information publicly but provides a Letter of Good Standing upon request. Clients are urged to review custodial statements, and GSSR has procedures to prevent conflicts of interest in managing multiple accounts.