Why WiseOwl Capital, LLC
WiseOwl Capital, LLC is a value-oriented investment management firm located in The Woodlands, Texas that helps high-net-worth families and institutions invest in a differentiated manner. Founded in 2011, these are the things that separate us from most other investment firms:
(1) We invest alongside our investors. Personally, almost all of our net worth is invested in the same manner and investments as our clients. As we prefer investing in companies where management shares in the risk/reward with shareholders, we believe the same should be true for us in managing our clients assets. We own exactly what our clients own, and purchase at the same time as our clients.
(2) We choose to only invest in our best ideas, decided by on-going financial analysis, and thus our investment portfolios tend to be very focused in the amount of holdings we have at any point. However, we don't view this as an above-risk strategy as we invest only in what we know and attempt to buy at a very deep discount to the company's intrinsic value. Our typical portfolio consists of 15-20 investments, most of which are individual company holdings. The typical smallest position is around 2%, and we may invest well above 10% in a single name if the opportunity presents itself. The average company position is around 3-5%.
(3) When looking at an investment, our mindset is based on the as-if we were buying the entire company. Thus, we are more diligent on knowing the business drivers, the risks, and being thoughtful about what price we are buying at. This doesn't prevent an investment loss, but we believe it makes us be more focused in our decision making.
(4) Attempting to predict short-term market movements or forecast quarterly earnings is of no factor in our investment decision making. We don't know how the market will do 'this year'.
(5) We are obsessed with investing. It is not a "9-5" job, but rather is something that is constantly on the mind. We desire to be the best and are continually striving to be better each day.
If a potential investor is interested in obtaining references, we can provide plenty that should give an honest assessment of their relationship with WiseOwl Capital, LLC over the years.
WiseOwl Capital, LLC currently manages the assets through "separately managed accounts", meaning each investor has full access to his/her assets at all times, and we are not the custodian of the assets. If you are interested in more information, please contact us at cszalay@wiseowlcapllc.com
(1) We invest alongside our investors. Personally, almost all of our net worth is invested in the same manner and investments as our clients. As we prefer investing in companies where management shares in the risk/reward with shareholders, we believe the same should be true for us in managing our clients assets. We own exactly what our clients own, and purchase at the same time as our clients.
(2) We choose to only invest in our best ideas, decided by on-going financial analysis, and thus our investment portfolios tend to be very focused in the amount of holdings we have at any point. However, we don't view this as an above-risk strategy as we invest only in what we know and attempt to buy at a very deep discount to the company's intrinsic value. Our typical portfolio consists of 15-20 investments, most of which are individual company holdings. The typical smallest position is around 2%, and we may invest well above 10% in a single name if the opportunity presents itself. The average company position is around 3-5%.
(3) When looking at an investment, our mindset is based on the as-if we were buying the entire company. Thus, we are more diligent on knowing the business drivers, the risks, and being thoughtful about what price we are buying at. This doesn't prevent an investment loss, but we believe it makes us be more focused in our decision making.
(4) Attempting to predict short-term market movements or forecast quarterly earnings is of no factor in our investment decision making. We don't know how the market will do 'this year'.
(5) We are obsessed with investing. It is not a "9-5" job, but rather is something that is constantly on the mind. We desire to be the best and are continually striving to be better each day.
If a potential investor is interested in obtaining references, we can provide plenty that should give an honest assessment of their relationship with WiseOwl Capital, LLC over the years.
WiseOwl Capital, LLC currently manages the assets through "separately managed accounts", meaning each investor has full access to his/her assets at all times, and we are not the custodian of the assets. If you are interested in more information, please contact us at cszalay@wiseowlcapllc.com