Highwood Value Partners is a fundamental value investor with an opportunistic, concentrated and long-term approach, focused on European equities. The firm was founded in 2019 to do a better job for a select group of long-term investors than traditional asset managers. The firm's mission is to compound every dollar of invested capital into $5 over 10 years without taking undue risk.
Founded
2019
Assets
N/A
Strategies
Fundamental value investing with an opportunistic, concentrated and long-term approach
Our strategy takes a ‘private equity approach to public equity markets’.
➢ Deep fundamental analysis.
➢ Disciplined Value approach.
➢ Focused on best ideas.
➢ An Opportunistic Lens.
➢ Patient, long-term view.
Investments are underwritten with a five- to ten-year IRR, based on the cash flows to shareholders
➢ We only allocate capital in situations with a high probability of a minimum five year 20% IRR.
➢Securities are purchased with a margin of safety versus our downside case.
Highwood’s mission is to compound every dollar of investors capital into five dollars over ten years without taking undue risk.
Philosophy
Highwood Value Partners was founded to do a better job for a select group of long-term investors than what is available from traditional asset managers.
Highwood is founded on the values of diligence, humility, self improvement and alignment of interests with clients.
Approach
Our strategy takes a ‘private equity approach to public equity markets’.
➢ Deep fundamental analysis.
➢ Disciplined Value approach.
➢ Focused on best ideas.
➢ An Opportunistic Lens.
➢ Patient, long-term view.
Team
➢Highwood was founded by Desmond Kingsford, CFA, who was a Senior Analyst for MSD Capital, and a Partner on MSD’s European Opportunity Fund based in London from 2007 to 2018.
➢Prior to 2007, Mr. Kingsford was employed by Putnam Investments as a VP and Equity Analyst for Putnam’s International Portfolios, based in London.
Portfolio Manager
Desmond Kingsford
[email protected]
4370 Lorimer Road, Suite 338B
Whistler (BC) V8E 1A6
Telephone: 604-388-9933
Toll Free: 604-388-9933
Website: https://www.highwoodvaluepartners.com
