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Comment: Interviews or what those affiliated say about the firm are
primary sources and not independent. Other sources are trivial coverage or trade publications which are at best weak sources because they generally exist to promote an industry.
S0091 (
talk) 15:17, 1 July 2024 (UTC)
| Company type | Private |
|---|---|
| Industry | Investment management |
| Founded | 2007 [1] |
| Founder | Dev Kantesaria [1] |
| Headquarters | One Biscayne Tower, 2 South Biscayne Boulevard, Miami, Florida, U.S. [2] |
| Products | Hedge fund |
| AUM | US$3 billion (2023) [3] |
| Website | www.valleyforgecapital.com |
| Footnotes / references [4] | |
Valley Forge Capital is an American hedge fund based in Miami, Florida. The firm invests in public markets globally. [5]
Background
Valley Forge Capital was founded in 2007 by Dev Kantesaria with $300,000 of initial capital. [1] Firm assets grew to $500 million in 2019 and surpassed $3 billion in 2023. [1] The firm was originally based in Wayne, PA and moved to Miami, FL in 2023. [2]
Business Overview
Valley Forge Capital focuses on companies within the consumer, business services, financial services, software and technology sectors. [6] [7]
The firm invests in publicly traded equities with an investment approach that focuses on a deep understanding of business fundamentals and long-term returns. [8] The firm will typically concentrate investments in a few select companies owning between 8 to 12 stocks total. [6] [9] The firm focuses on four key investment criteria - business quality, predictable earnings, capital efficiency and prudent management. [10]
Notable investments
Valley Forge Capital has made significant long-term investments in several public companies including S&P Global, Moody's Corporation, Visa Inc., Mastercard, FICO, Monster Beverage, and Equifax. [6] [11]
References
- ^ a b c d Sonenshine, Jacob (May 2, 2024). "How This Hedge Fund Beats the S&P 500 With 20 or So Quality Stocks". Barrons.com.
- ^ a b "Valley Forge Relocates to Miami's One Biscayne Tower". Commercial Observer. May 10, 2023.
- ^ "The largest hedge fund managers 2023". pionline.com. June 30, 2023.
- ^ "FORM ADV" (PDF). SEC.gov.
- ^ "A hedge fund manager who turned $126,000 of firmwide assets into $500 million explains his Warren Buffett-esque investment process — and why he's not concerned with today's stock market valuation". businessinsider.com. September 27, 2019.
- ^ a b c Heins, John (October 31, 2019). "Standing Out". Value Investor Insight.
- ^ "Growth Stocks Aren't Dead. A Top Hedge Fund Loves Visa and Intuit Stock". Barrons.com. September 11, 2019.
- ^ "Hedge Fund Betting on Years of Low Rates Puts 99% Cash in Stocks". Bloomberg.com. July 18, 2019.
- ^ "A Concentrated Portfolio Will Beat the Market, Says Valley Forge Capital Founder". Bloomberg.com. July 22, 2019.
- ^ "Compounding machines, cigar butt stocks and the appeal of bond ratings agencies… Valley Forge founder Dev Kantesaria explains all". HedgeWeek.com. July 18, 2019.
- ^ Frederick, Tim (October 23, 2020). "These Are The Only Finance Stocks That Matter to Valley Forge Capital". Yahoo.com.
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