Headwaters Capital

Executive Summary

Headwaters Capital Management is "an actively managed, concentrated investment strategy focused on small and mid capitalization stocks." The strategy "seeks to invest in a small number of industry leading companies with sustainable competitive advantages and the opportunity to generate durable, long-term revenue growth."

Snapshot

Fund SizeN/A USD
Stages FocusGrowth
Sectors FocusN/A
Portfolio Size0 companies

Investment Thesis

Headwaters allocates capital to a concentrated portfolio of a limited number of high-quality, industry-leading small and mid-cap companies that possess sustainable competitive advantages and long runways for growth. The firm emphasizes fundamental, bottom-up analysis and a long-term, patient holding period to allow those businesses to compound capital at above-average rates while managing risk through careful selection and concentration.

Team & Activity

Active team contains 0 members (0 partners, 0 founders).

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