The Dossin Groupe
At The Dossin Groupe, edge is not branding—it is process, discipline, and repeatable behavior. Our advantage comes from pattern recognition across cycles, differentiated research, and the patience to wait until the structure is compelling.
We focus on situations where complexity, structural change, or emotion creates mispricing—and where a rigorous framework can convert uncertainty into asymmetric payoff.
We identify recurring structures in markets — not narratives. Our research cuts through noise by studying how similar dislocations behaved across cycles, sectors, and capital structures. This allows us to see when the market is overreacting, underpricing time, or misjudging optionality.
Capital is deployed with precision — not hope. We size positions based on the balance of probability and payoff, focusing on situations where downside is bounded but upside is structurally amplified.
We specialize in environments where catalysts reshape outcomes: corporate actions, balance-sheet transitions, strategic shifts, and regulatory or technological inflection points.
We pursue themes before they become mainstream — but only where structure, adoption curves, or regulatory changes create durable paths to value.
Preservation of capital is non-negotiable. Our risk process is built around scenario analysis, structural downside mapping, liquidity discipline, position-level hedging, and exit-trigger clarity.