Alternative Investments: Willow Oak and Focused Compounding Launch New Private Investment Fund

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The fund will target a special 1% of stocks.

Willow Oak and Focused Compounding will launch a new private investment partnership.

They have called it the Focused Compounding Fund.

The fund will invest in what Portfolio Managers Geoff Gannon and Andrew Kuhn call the 1% of stocks everyone else overlooks. The PMs are seeking what they call wonderful businesses that trade at reasonable valuation multiples.

Willow Oak and Focused Compounding

“Andrew and I are excited to launch the Focused Compounding Fund,” Gannon said in a statement. “We are grateful to be working with our founding partners, who represent the kind of long-term, patient capital needed to take meaningful stakes in great businesses. Building on the success we’ve seen in our managed account offering; Andrew and I look forward to putting this capital to work. Next week, we’ll be leaving on a research trip to visit two companies that meet our criteria of being both great businesses and overlooked stocks.”

Furthermore, the fund will open to institutional investors and high-net-worth individuals who embrace the managers’ long-term philosophy. The fund will seek to find and buy a small number of businesses. The managers define a great business as one with high returns on equity and a long history of predictable and growing earnings and cash flow.

Meanwhile, Focused Compounding is jointly run my Gannon and Kuhn. Their product offerings also include subscription-based and free content, podcasts, educational videos, and separate accounts.

Finally, they founded the firm in 2017.

Recent: Your ‘Feel-good’ ESG Fund is on a Tear: But Do You Know Why?

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