Our Process
STEP 1
Idea Generation

Network of portfolio companies (public and private), investors, entrepreneurs, other industry participants, conferences and small research firms

STEP 2
Research

Extensive review of company history and fundamentals as well as research competitors, suppliers, customers

STEP 3
Position Selection

Creation of upside and downside financial and valuation cases with particular attention to terminal business value and to potential acquisition value of business

STEP 4
Portfolio Construction  

Scale positions up and down as prices change in the absence of fundamental developments as well as monthly portfolio review to resize positions and evaluate gross and net exposure

Contact Us

Windcrest Partners Investment Management

750 Third Avenue, 33rd Floor

New York, New York 10017

info@windcrestpartners.com

 

 

James Gellert
EMAIL / 212.257.6704 
 
Michael Gellert
EMAIL / 212.599.3630

 

William FitzGerald
EMAIL / 212.257.6705

 

 
CFO Tony Berta
EMAIL 
 
 

 

 

 

 

© 2016 Windcrest Partners and Windcrest Partners Investment Management