Locust Wood seeks to compound capital across market cycles while maintaining a high margin of safety to mitigate risk.
While equity markets are fairly efficient, we believe intermittent dislocations tend to occur as short-term investors react to systematic and idiosyncratic risk. Our value-oriented, event-driven investment approach seeks to exploit these dislocations from a company’s true intrinsic value through a bottom-up, fundamental research process.
Locust Wood manages hedged equity and unhedged equity portfolios on behalf of qualified investors through private commingled funds and separately managed accounts.
