We consistently follow a single, disciplined, deep value contrarian investment approach, designed to identify unpopular and out of favour investment opportunities. We believe that the best investment opportunities are found where there is a shortage of capital - not where everyone is seeking to invest.
We don’t move with the daily or even monthly swings and roundabouts of global financial markets. We view this as noise. We believe that the best investment results are achieved by following a consistent investment process over a long term investment horizon.
For us, permanent capital loss - not volatility - represents risk. Volatility is an opportunity to make above average returns.
The ability to invest in any geography and industry enables us to be opportunistic and take advantage of dislocations in global markets.
Our team has substantial experience investing in both public and private markets across geographies and asset classes.
Our founding principals and employees have a substantial portion of their wealth invested in Stonewood and its funds.