Kudu Investment Management

Homestead Capital is a private investment partnership established in 2012 that focuses on acquiring and managing diversified farmland assets in the Mountain West, Delta, Midwest, and Pacific regions of the United States. With offices located in Council Bluffs, Iowa, and San Francisco, California, the firm operates a vertically integrated investment platform. Its team comprises professionals with extensive agricultural and financial expertise, specializing in 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.

Revelation Partners, LLC, established in 2012 and based in Sausalito, California, is a private equity firm specializing in secondary investments within the healthcare sector. It focuses on medical devices, biopharmaceuticals, healthcare IT, and services, targeting late-stage companies with proven business models or novel technologies. The firm invests between $5 million and $30 million, with the capacity to participate in larger deals alongside limited partners. Revelation Partners typically seeks majority stakes and also provides follow-on investments.

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.

Martis Capital, established in 2015, is a San Francisco-based private equity firm with a focus on the North American healthcare industry. The company specializes in investing in growth-stage, mid-market healthcare companies across the United States, with a preference for buyout opportunities.

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.

Escalate Capital Partners, established in 2005 and based in Austin, Texas, is a leading mezzanine debt firm specializing in providing capital to venture-backed, expansion-stage companies in technology, life sciences, and service-based industries. With over $495 million in cumulative capital commitments and 80+ years of combined investment experience, Escalate offers patient, flexible financing solutions tailored to each company's unique needs. Their expertise lies in delivering senior, subordinated, and mezzanine debt facilities, which are less dilutive than equity and more flexible than conventional bank loans. These facilities are designed to finance permanent working capital requirements, acquisitions, and buyouts, helping companies achieve an optimal blend of cost and capital flexibility as they expand operations and strive for profitability. Escalate also structures syndicated transactions, leveraging an extensive network of venture capital and debt financing partners.

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.

Radcliffe Capital Management specializes in investment management advice, strategies, and credit reporting services.

Granahan Investment Management is an investment management firm located in Waltham, Massachusetts, specializing in small-cap growth equity investments. The company focuses on providing small-cap portfolios tailored for institutional investors and high-net-worth individuals. In addition to small-cap funds, Granahan Investment Management emphasizes Environmental, Social, and Governance (ESG) considerations in its investment strategies, aligning financial objectives with responsible investing practices.

Third Eye Capital, founded in 2005 and based in Toronto, Canada, is a prominent provider of asset-based financing solutions for companies that are often underserved by traditional capital sources. With nearly $5 billion in lending commitments across more than 125 portfolio investments, the firm specializes in offering various financial products, including debt, term loans, revolving credit lines, and growth capital. Third Eye Capital focuses on a diverse range of industries, such as energy, technology, healthcare, and retail. The firm is recognized for its ability to navigate challenging financial situations and capitalize on unique opportunities that other lenders may overlook. By actively engaging with clients' key assets, Third Eye Capital helps bridge the gap between perceived and actual value, providing both the capital and expertise necessary for its portfolio companies to thrive.

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 investment advisory firm established in 1999. As an employee-owned entity, it offers investment management services to a diverse clientele, including individuals, high net worth individuals, families, trusts, charitable organizations, endowments, and corporations. The firm specializes in managing client-focused equity and balanced portfolios, investing globally in public equity markets and in fixed income markets within the United States. Its equity strategy primarily focuses on value stocks, while its fixed income investments encompass U.S. government, municipal, corporate, and agency bonds. Douglass Winthrop Advisors employs both fundamental and quantitative analysis for its investment decisions and enhances its in-house research with external sources. The firm operates additional 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.

Creation Investments Capital Management, LLC is a private equity and venture capital firm founded in 2007 and headquartered in Chicago, with additional offices in Dallas, Mexico City, and Bangalore. The firm specializes in making growth equity investments in emerging markets, focusing on high-potential financial services providers, including microfinance institutions, small-and-medium enterprise lenders, and emerging market banks. It also engages in buyout transactions of more mature financial institutions transitioning from NGO ownership. Creation Investments targets sectors such as fintech, insurance, payments, and other financial services that cater to the unbanked and underbanked populations. The firm seeks to invest between $2 million and $30 million, often preferring a majority stake in its portfolio companies. With a commitment to generating both financial and social returns, Creation Investments aims to enhance the lives of individuals at the bottom of the economic pyramid and reduce poverty in developing regions.

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, established in 1983. The company specializes in providing investment advisory and financial services tailored for high-net-worth individuals, families, and select institutions. Its offerings include strategic asset allocation, wealth management, estate planning, and advisory services. First Long Island Investors delivers individualized solutions that encompass various investment strategies, such as cash, fixed income, and equity services, as well as opportunities in private equity and real estate. The firm focuses on preserving and growing clients' liquid and illiquid wealth, with a commitment to enhancing their investment strategies and achieving their financial goals through expert guidance and support.

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 that specializes in providing unique investment strategies and advice to registered investment advisers (RIAs) and their clients. The firm focuses on making complex real asset investments, such as real estate, infrastructure, farmland, and timberland, easily accessible. By targeting fiduciary advisers and utilizing private bank and consultant channels, Versus Capital Advisors aims to deliver diversifying returns and consistent income through institutional-style investment opportunities in real assets.

Fair Oaks Capital is an independent asset management and advisory firm based in London, United Kingdom, founded in 2014. The company focuses on generating attractive risk-adjusted returns in the corporate credit markets by leveraging its extensive research expertise and experience across a variety of traditional and complex credit products. Fair Oaks Capital aims to capitalize on market inefficiencies, employing a performance-driven approach that emphasizes a strong track record and a long-term alignment of interests between the firm and its clients.

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.

Bingham, Osborn & Scarborough provides guidance to our clients through the complex world of investing to help them plan for the future. For inquiries, telephone and contact numbers are used.

Savanna is a vertically integrated real estate investment manager based in New York City and focused on strategic property investments throughout the City’s five boroughs.Since inception, Savanna has pursued real estate equity and debt asset investments, including major repositioning and ground-up development projects. Savanna’s equity investments generally target value-add/opportunistic returns across market cycles by aiming to add value through the implementation of an intensive redevelopment or development plan and leasing effort. Savanna also selectively invests in real estate debt instruments that have the potential to generate equity-like returns, including preferred equity instruments, high yield bridge and mezzanine loans, and B-note.

WestEnd Advisors is an institutional asset management firm located in Charlotte, North Carolina. The firm focuses on investment management and portfolio construction, providing clients with model allocation strategies. Additionally, WestEnd Advisors conducts macroeconomic and equity research, enhancing its investment offerings and helping clients navigate complex market conditions. Through its comprehensive services, the firm aims to optimize client portfolios and deliver tailored investment solutions.