Sourcing the Next Generation of Proven Fundamental Managers

Partnering with exceptional managers to provide our clients with attractive returns at a lower cost.

Meet Our Strategic Managers

Alpine Peaks
Jennifer Oppold

Inception Date: January 2018

Jennifer's fundamental analysis focuses on high-quality small-and mid-cap companies. Jennifer's approach centers on deep, independent research, and she has demonstrated an ability to invest in high-quality businesses when prices diverge from intrinsic value. Her ability on the short side is also very additive to her approach. Prior to launching Alpine Peaks, Jennifer spent a decade at Select Equity Group where she was the associate portfolio manager for the long/short equity fund.
Ararat Capital
Raffi Tokatlian

Inception Date: July 2016

Raffi's deep fundamental analysis focuses on accounting, cash flow, and balance sheet strength. Raffi has the unique ability to identify off-the-run investments and develop differentiated perspectives on the underlying businesses. He was previously a partner and analyst at Bridger Management.
Butler Hall
Brad Lundy

Inception Date: April 2018

Brad's focus is on misunderstood companies and those affected by rapid change. Brad employs a thoughtful, disciplined, and long-term investment approach. Prior to launching Butler Hall, Brad spent more than 12 years at Ivory Investment Management, where he built a strong track record as a portfolio manager.
Catalur Capital
David Tiomkin and Sergei Filipov

Inception Date: May 2020

David and Sergei invest in credit event-driven opportunities with a focus on distressed and special situations. The team takes an activist approach using process-driven, fundamental business analysis together with comprehensive capital structure and legal analysis. David was co-portfolio manager at Aurelius Capital, and Sergei has extensive experience from MHR Capital and Silver Point.
Chepstow Lane Capital
Agata Dornan

Inception Date: October 2022

Founded by Agata Dornan, Chepstow invests primarily through identifying and exploiting opportunistic and idiosyncratic credit situations in European corporates and financial institutions. Dornan has over 20 years of experience investing in credit, both as an analyst and portfolio manager. Prior to founding Chepstow Lane, Dornan spent eight years as an analyst and portfolio manager at Soros Fund Management where she helped build out the European credit business. In addition to Soros, she was a distressed credit analyst at both BlueMountain and Camulos.
EVR Research
Wolf Joffe

Inception Date: July 2016

Wolf takes a research-intensive approach to underwriting investments. Wolf employs a downside-focused approach and has built a repeatable investment process that allows him to source differentiated ideas and develop unique insights into businesses. Prior to launching EVR, Wolf spent seven years at Raging Capital, where he was a managing partner, and has also worked at Tremblant Capital and JLF Asset Management.
Fir Tree Special Opportunities Fund XIII (SOF XIII)
David Sultan

Inception Date: September 2020

David will primarily invest in a core portfolio of Special Purpose Acquisition Company (SPAC) units and warrants, and opportunistically participate in SPAC-related special situations such as pre-IPO risk capital and private investments in public equity (PIPE) investments. We believe that the unique structure of SPAC instruments and their asymmetric return profile create a very compelling risk/reward opportunity for investors. SOF XIII leverages Fir Tree's 15 years of experience investing in SPACs.
Gavilan
Louis Chang

Inception Date: October 2020

Louis focuses on investments within the information technology, communication services and consumer discretionary sectors. The investment team takes a long-term approach and targets investments in companies and industries with longer-term secular tailwinds and aligns themselves with best-in-class operations and management teams. The key attributes of a typical Gavilan investment include strong competitive moats and industry position, high quality management teams, as well as large and growing market opportunities. Prior to launching Gavilan, Mr. Chang spent 14 years at Criterion Capital Management.
Hallstatt Advisors
Jonathan Goldberg

Inception Date: April 2022

Founded by Jonathan Goldberg, Hallstatt is a private investment partnership that makes concentrated, long-term investments in industrial and industrial-related companies undergoing a transformation. Jonathan has deep industry experience as both a senior investor and as a portfolio manager and has distinguished himself with a strong track record investing across industrial, cyclical, and adjacent industries. Prior to launching Hallstatt, Goldberg was a partner at Highline Capital Management, where he served as the Industrials Sector Head and Co-PM of Highline Select. In addition to deep investment experience, Jonathan started his career with a strong foundation in business strategy at McKinsey & Company.
Heights Point
Brian Belke

Inception Date: July 2021

Brian focuses on small- to mid-capitalization public equities across the industrials, materials, consumer, healthcare, technology, and communications sectors. The investment team takes a “private equity approach” to public market investing and will look to invest in high-quality businesses that have strong competitive advantages, material reinvestment opportunities, and can be purchased at discounts to intrinsic value. Previously, Brian served as a senior partner at Valinor Management, L.P., where he spent 11 years as a generalist responsible for long and short public equity investments.
Hiddenite Capital
Ryan Packard

Inception Date: October 2020

Ryan’s focus is on transformational long investment opportunities primarily driven by changes in earnings power, business quality and valuation. On the short side, Ryan focuses on single name alpha opportunities that suffer from negative business characteristics including capital structure instability, business disruption and value destructive capital allocation. Prior to founding Hiddenite, Ryan developed deep expertise investing across the capital structure through industry experience at firms such as Roystone Capital, Soroban Capital, and Anchorage Capital.
Navemar Capital
Oliver Keller

Inception Date: September 2018

Oliver makes focused investments in the telecom, media, technology, and related sectors across North America, the United Kingdom, and Western Europe. He invests only when he has developed a materially differentiated perspective regarding a company’s future prospects and has identified a catalyst path likely to alter the prevailing market perception. Prior to launching Navemar, Oliver was a co-founder and partner at Hunt Lane Capital, where he led public equity investments in the telecom and media sectors. He also has significant experience from Glenview Capital and the Carlyle Group.
Notch View
Keith Goodman

Inception Date: September 2020

Launched by Keith Goodman in September 2020, Notch View is a private investment partnership that makes investments in small-, mid-, and large-cap companies across the industrial, consumer, communication services, technology, and healthcare sectors. Goodman has significant experience, both as a senior analyst and portfolio manager. Prior to launching Notch View in September of 2020, Goodman spent over 15 years as a senior analyst and director of research at Glenhill Capital Management, where he was instrumental in institutionalizing the research process and helping with risk management. Prior to Glenhill, he spent two years as an analyst at Glenview Capital.
Rip Road
Dennis Goldstein

Inception Date: October 2018

Dennis has deep domain experience in consumer-centric businesses where change is creating tremendous opportunities both long and short. Dennis and his team are able to identify unique investment opportunities that leverage their deep knowledge of the consumer and how consumer behavior drives company fundamentals. Dennis was previously with Bain Capital/Brookside.
Triveni Capital Investments, LP
Sahul Sharma

Inception Date: June 2023

Sahul Sharma invests both long and short in global equities focusing on the financial sector and adjacent subsectors. Sahul seeks to create a portfolio that is diversified across sub-sectors, geographies, frameworks, and themes. Prior to launching Triveni, Sahul served as a portfolio manager at both DE Shaw and Point 72 and brings with him decades of experience in the financials sector.