Member Details

Highwood Value Partners

Highwood Value Partners is a fundamental value investor in European securities with an opportunistic, concentrated and long-term approach. The firm is differentiated by it's endowment like approach, clear incentives and direct alignment with investors. The firm has a culture defined by its values of humility, self-improvement, ownership and rational, independent thought.

Founded

2019

Assets

$ 4

Strategies

Fundamental Value Investing, with a focus on European equities

The Firm is a fundamental value investor, with a concentrated, opportunistic and long-term approach with a focus on European equities. The firm targets a concentrated portfolio of outstanding businesses with aligned and capable management, bought at a discount to a conservative assessment of their worth.

Highwood's mission is to compound each dollar of invested capital entrusted to the firm's care into five dollars over a ten year period, without taking undue risk. Risk is defined as the probability of permanent impairment of capital. The firm's goal is long-term and destination based to align with its underwriting approach for potential investments.

Philosophy

The firm operates with a clear straight forward value oriented investment philosophy similar to the Buffett Partnership, which prioritizes safety of capital, independent thought and a long term approach.

Approach

The firm focuses on two types of mispriced securities in Europe, where the portfolio manager has developed a circle of competence: Core Value equities and Net-Nets. The Core value strategy focuses on finding business with staying power run by long-term owner operators that can allocate capital in their business at high incremental returns. Net-Nets is classic deep-value investing with a catalyst

Team

Desmond Kingsford, CFA. Desmond is the firm's founder and portfolio manager. He holds an MA in Philosophy from Cambridge University and a B.Comm from McGill University. Prior to founding Highwood Value Partners, Mr. Kingsford was a Senior Analyst and Partner of MSD Partners (Europe) LLP, the European office of MSD Capital LP, the exclusive manager of Michael Dell’s personal capital for 11 years

Desmond Kingsford

Portfolio Manager

Contact information

Desmond Kingsford
dk@highwoodvaluepartners.com
Suite 336, 4370 Lorimer Road
Whistler (BC) V8E 1A6

Telephone: 6043889933
Website: www.highwoodvaluepartners.com

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