Kudu Investment Management

Homestead Capital is a private investment partnership established in 2012, focused on acquiring and managing operating farmland in the Mountain West, Delta, Midwest, and Pacific regions of the United States. The firm operates from offices in Council Bluffs, Iowa, and San Francisco, California, and features a vertically integrated investment platform. Homestead Capital is led by a team of professionals with extensive expertise in agriculture and finance, encompassing areas such as farm management, acquisition, portfolio construction, and risk management.

RiverNorth Capital Management, LLC is a privately owned investment management firm based in Chicago, Illinois, established in 2000. The company specializes in opportunistic investment strategies within niche markets, focusing on exploiting inefficiencies in public equity and fixed income sectors. It primarily serves investment companies and pooled investment vehicles and manages a variety of portfolios, including separately managed accounts, equity, fixed income, and balanced portfolios. Additionally, RiverNorth launches and oversees mutual funds, hedge funds, and exchange-traded funds, tailoring its services to meet the diverse needs of its clients.

Apera Asset Management LLP, established in 2016, is a London-based private equity firm specializing in private debt investments. It focuses on providing senior-secured, unitranche, subordinated equity, and equity co-investments to lower mid-market companies across Western Europe, including the UK, DACH region, France, Benelux, and the Nordic countries. Apera typically invests between EUR15 million and EUR50 million per deal, with a sector-agnostic approach. The firm prefers to invest alongside private equity sponsors but also considers deals without a financial sponsor, up to approximately 10% of its portfolio. In addition to investing, Apera offers asset management services to investors, providing financing solutions tailored to their needs.

Variant Investments is an investment advisory firm based in Portland, Oregon, established in 2017. The firm specializes in alternative income investing, providing innovative solutions tailored for high-net-worth clients. As a Registered Investment Advisor, Variant Investments focuses on managing assets through a strategy that includes unique investment opportunities such as music royalties, litigation finance, and government receivables. The firm’s executive management team oversees the investment processes, ensuring a thoughtful approach to portfolio management.

GenTrust is an SEC Registered Investment Adviser that offers investment and wealth management services. Established in 2011, the firm manages over $1 billion in assets across its affiliates. GenTrust was created by merging a team of experienced financial advisors with a group of investment experts who previously handled significant funds for major institutional investors. The company's goal is to provide honest independent advice combined with a risk management approach typically reserved for large institutions. GenTrust is fully owned by its management team, ensuring a focus on client interests. For more details, visit the Our Team page on their website.

Gramercy Funds Management LLC, founded in 1998 by Robert Koenigsberger, is a hedge fund manager based in Greenwich, Connecticut, with additional offices in London, Hong Kong, Singapore, Mexico City, and Silicon Valley. The firm specializes in emerging markets, providing investment solutions that encompass both alternative and long-only strategies. Gramercy is known for its expertise in distressed debt, but it has adapted its investment approach to include a broader range of instruments as the market has evolved. With a strong emphasis on fundamental analysis and bottom-up stock selection, the firm manages client-focused portfolios for a diverse clientele, including pension plans, foundations, and high-net-worth individuals. Gramercy’s investment professionals possess extensive experience in emerging markets, supported by a dedicated research team that enhances their decision-making capabilities through deep local insights and market knowledge.

Granahan Investment Management is a Waltham, Massachusetts-based firm that specializes in investment management services. The company focuses on small-cap growth equity investments, catering to institutional investors and high-net-worth individuals. Granahan emphasizes Environmental, Social, and Governance (ESG) principles in its investment strategies, aiming to deliver small-cap portfolios that align with sustainable and responsible investing. Through its expertise in the small-cap sector, Granahan seeks to provide clients with opportunities for capital appreciation while adhering to ethical investment standards.

Ranger Investment Management is focused on achieving long-term capital appreciation through investments in growth-oriented US exchange-traded equities of small and micro-capitalization companies. By utilizing a disciplined approach to security selection and risk management, the investment team aims to capture and compound returns while preserving capital. Through a bottom-up, fundamental research-driven process, Ranger seeks quality growth companies to invest in.

Provider of multi-boutique funds management services intended to serve institutional, sophisticated and retail investors. The company specializes in investment management, offshore governance services, responsible entity, non-traditional investment, distribution and marketing solutions, thereby providing support and institutional-grade infrastructure to investment managers.

Douglass Winthrop Advisors, LLC is a New York City-based, employee-owned investment management firm established in 1999. The firm specializes in providing investment advisory services to individuals, high net worth individuals, families, trusts, charitable organizations, endowments, and corporations. Douglass Winthrop Advisors manages client-focused equity and balanced portfolios, investing in global public equity markets and the U.S. fixed income markets. Its equity strategy emphasizes value stocks, while its fixed income investments include U.S. government, municipal, corporate, and agency bonds. The firm employs a blend of fundamental and quantitative analysis, supplemented by external research, to inform its investment decisions. As a Registered Investment Adviser, Douglass Winthrop Advisors is committed to delivering tailored financial solutions to meet the unique needs of its diverse clientele. In addition to its headquarters in New York City, the firm has offices in Washington, D.C., Boston, Massachusetts, and West Palm Beach, Florida.

Sequoia Financial Group offers client-centered financial planning and wealth management services designed to meet the diverse needs of individuals and businesses. The company provides a range of services including asset management, estate planning, retirement planning, and fiduciary consulting. Its financial advisors are dedicated to helping clients achieve their financial and life goals through tailored strategies that encompass family wealth management and institutional services. Emphasizing comprehensive support, Sequoia Financial Group enables clients to navigate their financial landscapes effectively and make informed decisions for a secure future.

Pennybacker Capital, founded in 2006 and based in Austin, Texas, is a real estate asset management firm that focuses on the middle-market sector. The company was established by partners who aimed to create a better private equity firm by combining operational expertise with robust risk management systems. Pennybacker Capital specializes in investing in various asset types, including market-rate affordable multifamily housing, senior living facilities, retail, office, and industrial properties in sustainable growth markets across the United States. The firm employs advanced data analysis, predictive analytics, and artificial intelligence tools to identify investment opportunities, particularly targeting mismanaged, undercapitalized, or undervalued properties and debt positions. This approach, centered on value investing, has allowed Pennybacker Capital to transition from a commercial real estate operator to a fund sponsor catering to institutional investors, family offices, high net worth individuals, and wealth management advisors.

EJF Capital, based in Arlington, Virginia, is an alternative asset management firm that invests in opportunities arising from regulatory and structural changes in the financial services sector. The company, which also operates as EJF Investments Limited from its Jersey, Channel Island office, focuses on investments such as structured debt and equity, loans, bonds, preference shares, convertible notes, and private equity. These investments are primarily in entities domiciled in the United States, the United Kingdom, and Europe.

First Long Island Investors, LLC is a wealth management firm based in Jericho, New York, founded in 1983. The company specializes in providing investment advisory and financial services to high-net-worth individuals, families, and select institutions. Its offerings include strategic asset allocation, security strategies encompassing cash, fixed income, and absolute return, as well as capital growth services that feature hedged equity, core equity, and diversified equity. Additionally, First Long Island Investors engages in opportunity investments across private equity, real estate, and other real assets. The firm also provides wealth administration and estate planning services, delivering tailored advice and support to help clients manage and enhance their wealth effectively.

Warwick Capital Partners LLP is an employee-owned asset management firm established in 2010 and headquartered in London, United Kingdom. The firm specializes in investing in European hedging markets, employing a research-driven approach to inform its investment decisions. With a focus on various sectors, including business-to-business, business-to-consumer, energy, healthcare, information technology, financial services, and materials and resources, Warwick Capital Partners aims to capitalize on opportunities in both the United States and Europe. The firm's senior team boasts extensive industry experience, with a strong corporate culture fostered through long-standing professional relationships among its partners.

Versus Capital Advisors is an asset management firm dedicated to providing innovative investment strategies and advisory services to registered investment advisors (RIAs) and their clients. The company focuses on simplifying access to complex real asset investments, which include real estate, infrastructure, farmland, and timberland. By leveraging institutional-style investment opportunities, Versus Capital Advisors aims to deliver diversifying returns and consistent income to fiduciary advisers and their clients through various channels, including private banks and consultants. This approach positions the firm as a trusted partner for advisers seeking to enhance their investment offerings with valuable real asset opportunities.

Fair Oaks Capital is an independent asset management firm based in London, United Kingdom, founded in 2014. The company specializes in providing asset management and advisory services, focusing on the corporate credit markets. Fair Oaks Capital aims to generate attractive risk-adjusted returns by leveraging its extensive research expertise and experience in both traditional and complex credit products. The firm is committed to a performance-driven approach and emphasizes long-term alignment of interests between itself and its clients, seeking to exploit market inefficiencies to enhance investment outcomes.

TIG Advisors, LLC is a privately owned investment advisory firm based in New York City, with an additional office in Beverly Hills, California. Founded in 2006, the firm specializes in managing hedge funds and separate client-focused portfolios for institutional and sophisticated investors. With approximately $7 billion in assets under management, TIG Advisors primarily invests in public equity and fixed income markets, employing fundamental analysis to guide its investment decisions. The firm has a strong track record in identifying uncorrelated investment opportunities and provides a comprehensive operational platform that includes centralized trading, marketing, risk management, and legal compliance. This structure enables portfolio managers to concentrate on investment strategies while benefiting from robust support services.

Savanna is a New York City-based real estate investment manager founded in 1992, specializing in strategic property investments across the five boroughs of the city. The firm focuses on both equity and debt asset investments, engaging in initiatives such as major repositioning and ground-up development projects. Savanna's equity investments typically aim for value-add or opportunistic returns, leveraging intensive redevelopment and leasing strategies to enhance property value throughout various market cycles. Additionally, the firm selectively invests in real estate debt instruments, including preferred equity, high-yield bridge loans, mezzanine loans, and B-notes, which are designed to generate returns akin to equity. Savanna's investment approach is characterized by a commitment to maximizing value through targeted asset management and strategic development.

WestEnd Advisors is an institutional asset management firm located in Charlotte, North Carolina. The company focuses on investment management and portfolio construction, providing tailored model allocation strategies to its clients. In addition to these services, WestEnd Advisors conducts macroeconomic and equity research, enhancing its investment offerings and helping clients navigate market complexities.