KG Investments Fund LLC ("KG Funds" or the "Fund") is an event driven, opportunistic investment partnership. We invest primarily in equities, derivatives and special situations trading at meaningful discrepancies to fair value. We seek mispriced securities with a margin of safety. We typically categorize our investments as: A) special situations, where a particular event (e.g., a decision to liquidate, a transformative transaction, or a significant change in corporate structure) results in a mispriced security, or B) event driven, where events (e.g., legal or regulatory changes, changing business models, changing capital structures, divestitures, or spin-offs) create significant uncertainty around an otherwise high quality and growing business. Our portfolio is concentrated, representing only our best ideas.