Primer of Connecticut Equity Funds
In this article, you will learn about the 77 major public equity investment firms (long-only’s and hedge funds) in the state of Connecticut - Tiger-lineage, market-neutral/low-net, activist, biotech, event-driven, growth, value, etc.
This list will be updated when there are notable fund closures or new launches. Updated as of 7/20/2025
Long-onlys - Value
Altrinsic Global Advisors (Stamford)
Founded: 2000
Style: Global value, long-only investor with four main strategies: International Equity (underperforms), Global Equity (underperforms), Global Concentrated Equity (likely underperforms too, as it’s a concentrated version of the global fund), and Emerging Markets Opportunities (this one outperforms). The firm aims to differentiate itself through a cross-border perspective and a strong global network.
Founder background: John Hock, CFA; Previously an analyst at Merrill Lynch; Cornell UG; NYU MBA.
Arga Investment Management (Stamford)
Founded: 2010
Style: Global value, long-only strategy. The firm uses a dividend discount model to identify undervalued stocks. Its research team covers both developed and emerging markets and supports all strategies. Of their three mutual funds, the Emerging Markets Value Fund has outperformed its benchmark.
Founder background: Rama Krishna, CFA; Previously worked at Pzena, served as CIO at Citi Asset Management, Director of International Equity Research and CIO of Emerging Markets Equities at AllianceBernstein; St. Stephen’s College, University of Delhi UG; MBA/MA University of Michigan.
Cramer Rosenthal McGlynn (Stamford)
Founded: 1973
Style: Value investment firm focused on U.S. SMID cap stocks, with both long-only and long/short strategies. The firm became 100% employee-owned again in 2019 after buying back the stake from M&T Bank.
Current CIO: Brian Harvey, CFA
CIO education: Fairfield University UG
Gilman Hill Asset Management (New Canaan)
Founded: 2007
Style: income focus
Founder background: Jenny Van Leeuwen Harrington; Neuberger Berman PM; Hollins College UG, Columbia MBA
Iridian Asset Management (Westport)
Founded: 1996
Style: long-only value mid-cap, has long/short offering
Founder background: Todd Raker; sell-side research at CSFB and ING; Brown UG, Kellogg (Northwestern) MS
Sound Shore Management (Greenwich)
Founded: 1978
Style: Traditional value, long-only investor. Their flagship Sound Shore Fund launched in 1985. Although they are benchmarked to the Russell 1000 Value Index, they switched their primary benchmark to the S&P 500 for regulatory reasons. Relative to the Russell 1000 Value, the fund has outperformed over the past five years.
Founder background: Harry Burn, CFA; Previously worked at Chase Investment Counsel; Bachelor’s and MBA University of Virginia; Gibbs Kane Jr.; Formerly at Manufacturers Hanover Trust Company; Bachelor’s Wharton.
Teton Advisors (Greenwich)
Founded: 1994.
Style: value ESG, subsidiary of Mario Gabelli’s GAMCO
Tweedy Browne (Stamford)
Founded in 1920, Tweedy Browne is a Benjamin Grahams-style deep value investor.
The firm was started by Forest Berwind “Bill” Tweedy, who found success buying small-cap stocks trading below book value. Tweedy’s focus on buying shares at a discount caught the attention of Benjamin Graham, the father of value investing, who was developing his theories in the 1920s and ’30s. Tweedy and Graham eventually became friends and even worked out of the same NYC office building at 52 Broadway.
After working solo for decades, Tweedy was joined by Howard Browne and Joe Reilly in 1945. Walter Schloss, a close friend of Tweedy’s, used a desk in their office but never officially worked there. Bill Tweedy retired in 1957, and Howard Browne took over as president.
Tweedy also ran a broker-dealer focused on smaller companies. Warren Buffett used Tweedy Browne as his preferred brokerage for the Buffett Partnership and bought his first shares of Berkshire Hathaway through them. Tweedy Browne launched its first mutual fund open to the public in 1993. In 1997, Affiliated Manager Group bought 70% of the firm for $300 million.
Their investment philosophy focuses on low price-to-book, low price-to-earnings ratios, insider buying, big stock price drops, and small market caps. The market has changed a lot since then, and there are not many pure deep value firms like Tweedy Browne left today.
Long-onlys - Wide-moat / GARP
Long Path Partners (Stamford)
Founded: 2018
Style: Wide-moat growth long-only investor with a 5-10 year holding period focus, primarily in developed markets.
Founder background: William Brennan, CFA; Managing Director at Brown Brothers Harriman, co-managed a concentrated equity portfolio called 1818 Partners, LP; University of Notre Dame UG; Harvard MBA
Night Owl Capital Management (Greenwich)
Founded: 2011
Style: Wide moat growth investor. Their long book holds 15-25 names. Largest positions can be over 10% of the portfolio, but on average, positions are around 3-5%.
Founder background: John Kim; Analyst at J Bush & Co and Morgan Stanley Investment Management; Yale UG; Yale JD. Eileen Ohnell; Worked at Highbridge and was Director of Research at Ionic Capital Management; Princeton UG.
Sustainable Growth Advisers (Stamford)
Founded: 2003
Style: Global quality growth long-only. They invest in high-quality, sustainable growth companies worldwide, with a focus on cash flow-based valuations. Their international and emerging markets products have outperformed over both 10-year and since-inception periods, while others have lagged.
CIO background: Rob Rohn; Previously a PM at W.P. Stewart & Co. Before that, a VP at Yeager, Wood & Marshall; Dartmouth UG; Harvard MBA
Long-onlys - Growth
Axiom Investors (Greenwich)
Founded: 1998
Style: long-only, international growth. Some of their strategies have consistently outperformed benchmarks.
Founder background: Andrew Jacobson; EVP at Columbus Circle Investors (part of PIMCO), where he built and led their International Growth Equity Strategy; Princeton UG; Wharton MBA
Edgewood Management (Greenwich)
Founded: 1974 (started as a family office)
Style: Edgewood is a long-only growth investor focusing on large-cap growth stocks, usually holding about 20 names. They’re really long-term oriented and look for companies with above-average growth compared to their industry or the overall market. I’m planning to do a deep dive on them soon, so stay tuned.
CIO background: Alan Breed; Worked in research at Brown Brothers Harriman and was VP at First Boston, where he served on the firm’s stock selection committee; Emory University UG; Northwestern Kellogg MBA
Hardman Johnston Global Advisors (Stamford)
Founded: 1985
Style: Growth-focused long-only equity manager. They run six products: International Equity, International Developed Markets, Global Equity, Emerging Markets Equity, Large Cap Equity, and Select Equity. Three of their four international equity strategies have consistently beaten benchmarks. No performance data is available for the Emerging Markets Equity product.
CIO background: Cassandra Hardman; Spent her entire career running international equity products. Was a MD and principal at PCM International, a Prudential affiliate; Rutgers UG; Rutgers MBA
Pier Capital (Stamford)
Founded: 1987
Style: growth long-only, SMID cap
Founder background: Alexander Yakirevich; Analyst at Richmond Consulting and Research, Value Line and Individual Investor Group; NYU UG and MBA
HF - Activist
Coliseum Capital Management (Rowayton)
Founded: 2005
Style: Special situation, long-biased activist hedge fund focused on small and mid-cap public and private U.S. and Canadian companies undergoing big changes.
Founder background: Christopher Shackelton; Has held board and executive roles in public companies; Yale UG; Adam Gray; Was an executive at Burger King and Metromedia; Wharton UG; UPenn Engineering UG
Garden Investment Management (Greenwich)
Founded: 2024
Style: Activist hedge fund focused on driving corporate change through activism, public-to-private deals, and roll-ups by consolidating smaller companies.
Founder background:
Ed Garden; Ed is Nelson Peltz’s son-in-law and was a co-founder and Chief Investment Officer at Trian; started his career at Drexel Burnham Lambert and later became Vice Chairman and a director at Triarc Companies, where he also led corporate development; Before Triarc, Ed was a Managing Director at Credit Suisse First Boston and co-head of Equity Capital Markets at BT Alex Brown; Harvard UG
Chad Fauser and Brian Jacoby were members of the investment team at Trian; Chad - Duke UG; Brian - Michigan (Ross) UG
Land & Buildings Investment Management (Stamford)
Founded: 2008
Style: Activist long/short REITs or companies with big real estate holdings
Notable campaigns: Brookdale Senior Living, Ventas, and National Health Investors
Founder background: Jonathan Litt; Citigroup real estate sell-side research analyst; Before the sell-side, invested in public real estate securities and bought real property during his tenure at European Investors and BrookHill Properties; Columbia UG; NYU MBA
Northern Right Capital Management (Darien)
Founded: 2004
Style: Long/short value hedge fund with activism focusing on SMID-cap stocks with a long book of 15 to 20 core positions. The strategy centers around three idea buckets: mispricing, idiosyncratic secular growth opportunities including special situations, and high distribution yield equities.
Founder background: Matthew Drapkin; Before starting Northern Right, Matthew was Head of Research, Special Situations, and Private Equity at ENSO Capital in New York; he was also Senior VP of Corporate Development at MacAndrews & Forbes, the holding company owned by corporate raider Ronald Perelman; Matthew’s father, Donald Drapkin, was a protégé of Perelman and played a key role in the 1985 hostile takeover of Revlon; Donald left law firm Skadden in 1987 to work for Perelman and stayed for two decades; Princeton UG; Columbia J.D./MBA
Sarissa Capital Management (Greenwich)
Founded: 2013
Style: Sarissa is an activist healthcare investor. They’ve run campaigns at companies like The Medicines Company, Amarin, Alkermes, and Bioverativ.
Founder background: Dr. Alexander Denner; Alexander worked for Carl Icahn; before that, he was an Analyst at Viking Global and Morgan Stanley Investment Management; MIT UG; Yale Ph.D
Stadium Capital (New Canaan)
Founded: 1999
Style: Stadium is a value hedge fund with activist tactics focusing on North American and Western European markets. They were involved in a high-profile campaign at Sleep Number Company.
Founder background: Alexander Seaver; Alex was in PE and VC at Hambrecht & Quist (one of the four horsemen investment banks) and InterWest Partners; Bradley Kent; Bradley held the position of Principal at William Wilson & Associates (commercial real estate firm) in 1991 and Partner at InterWest Partners; Alex Harvard UG; Stanford MBA; Bradley Stanford UG; Harvard MBA (Baker Scholar), Stanford MS
HF - Tiger lineage
Ararat Capital Management (Westport)
Founded: 2015
Style: Long/short hedge fund focusing on SMID-cap stocks.
Founder background: Raffi Tokatlian; Analyst at Bridger Capital, making Ararat another Tiger Great Grandcub alongside M28; UVA UG
Brightlight Capital Management (Westport)
Founded: 2011
Style: Long/short hedge fund.
Founder background: Vadim Rubinchik; Managing Director at Conatus Capital Management LP; held analyst roles at Fir Tree Capital Management, Para Advisors LLC, and Smith Barney Asset Management; Conatus is a Tiger Grandcub founded by Dave Stemerman (ex-Lone Pine Capital), making Brightlight a Tiger Great Grandcub; UT Austin UG
Cat Rock Capital Management (Greenwich)
Founded: 2015
Style: Long/short hedge fund focused mostly on TMT and consumer stocks, with about 10-15 core long positions. The firm keeps leverage pretty low.
Founder background: Alexander Captain; Alex was a partner at Tiger Global, a Tiger Cub hedge fund started by Chase Coleman; Harvard UG
Energy Income Partners (Westport)
Founded: 2003
Style: Energy Income Partners is a Tiger Cub hedge fund that focuses on energy stocks across the natural gas, oil, electricity, coal, and renewable energy value chains. They zero in on companies that pay out most of their free cash flow. Their main focus areas are (1) U.S. and Canadian natural gas and electric utilities, (2) energy infrastructure companies like pipelines and renewable producers in the U.S. and Canada, and (3) energy-related master limited partnerships and LLCs.
Founder background:
Jim Murchie; Jim started Lawhill Capital and ran its energy and commodity long/short equity fund. Before that, he invested in energy and commodities stocks at Tiger Management and was a top-ranked energy analyst at Sanford Bernstein; Rice UG; Harvard MA energy planning
Eva Pao; Eva also came from Lawhill Capital and before that she ran Enron’s internal hedge fund focused on Canadian oil and gas equities, plus a natural gas trading book; Rice UG; Harvard MBA
JAT Capital Management (Greenwich)
Founded: 2020
Style: Long/short hedge fund focused on TMT and Consumer sectors, including travel, leisure, and gaming.
Founder background: John Thaler; John was a PM at Wexford Capital. Before that, he founded Hampton Road Capital Management, which later rebranded to JAT. He was also a PM and pre-launch member at Shumway Capital, a Tiger Cub hedge fund started by Chris Shumway; University of Chicago UG
Lone Pine (Greenwich)
Please read this.
M28 Capital Management (Stamford)
Founded: 2019
Style: Long/short hedge fund specializing in life sciences and biotech.
Founder background: Marc Elia; Partner at Bridger Capital, founded by Roberto Maginone (who worked for John Griffin at Blue Ridge Capital), making M28 a Tiger Great Grandcub; Carleton College UG
Perryridge Capital (Greenwich)
Founded: 2023
Style: Long/short hedge fund with a “long good company, short bad company” approach. Mostly focused on US and developed markets, with a reported focus on healthcare and industrial stocks.
Founder background: Arthur Wit; Arthur was a partner at Steve Mandel’s Lone Pine Capital, making Perryridge a Tiger Grandcub; Yale UG; Harvard MBA
Soleus Capital Management (Greenwich)
Founded: 2017
Style: Long/short life science hedge fund with crossover capabilities in private equity and SPVs.
Founder background: Guy Levy; Guy was a partner, PM, and analyst at Paulson & Co and Shumway Capital (a Tiger Cub hedge fund); Yale UG
Teewinot Capital Advisers (Stamford)
Founded: 2003
Style: Long-biased growth, focusing on sectors with secular tailwinds, holding 15–25 longs. It’s a Tiger Seed hedge fund.
Founder background: Michael Moriarty; Michael was a Portfolio Manager at Forstmann-Leff International, one of the original hedge funds in the US; College of the Holy Cross UG
Viking Global Investors (Stamford)
I have published on Viking before and their legal asked me to take it down. So I ain’t gonna say too much. Just going to list the Viking Global folks who started their own shops:
Dan Sundheim (D1 Capital) - former CIO
Ning Jin (Avantyr Capital Partners) - former CIO
Tom Purcell (Alua) - former CIO
Ben Jacobs (Anomaly) - former CIO
Josh Abramowitz (Deep Creek Capital)
Michael Beebe (Mojave Fund) – shut down
Anne Dias (Aragon) – shut down, she is Ken Griffin’s ex-wife
Brennan Diaz (Fernbridge)
Jeff Eberwein (Lone Star Value)
Mina Faltas (Washington Harbour Partners)
Paul Enright (Krainos, his family office)
John Lykouretzos (Hoplite) – shut down
Steve Mykijewycz (Masterton)
Divya Nettimi (Avala Global)
Jim Parsons (Junto)
Jesse Ro (Tiger Legatus)
Steven Rosenberg (Marnell)
Grant Wonders (Voyager Global)
Woodson Capital Management (Greenwich)
Founded: 2009
Style: Tiger style long/short hedge fund—long good companies, short bad companies. Woodson is a Tiger Seed hedge fund.
Founder background: James Davis; James was an analyst at Tiger Management and also worked at Venesprie Capital Management, a Tiger Seed hedge fund founded by former Tiger Management Analyst PM Quincy Fennebresque; Davidson College UG; Wake Forest MBA
HF - Biotech / healthcare
Braidwell (Stamford)
Founded: 2021
Style: Healthcare long/short hedge fund covering biotech, pharma, medical devices, diagnostics, and other healthcare businesses
Founder background: Alex Karnal; partner at Deerfield Management (a Tiger Cub fund founded by Arnold Snider); MIT UG, Johns Hopkins MS; Brian Kreiter; COO at Bridgewater Associates; Yale UG, Harvard MBA
Deep Track Capital (Greenwich)
Founded: 2020
Style: Biotech long/short hedge fund with activism when needed
Founder background: David Kroin; co-founded Great Point Partners in 2003; co-portfolio manager for its biotech long/short fund; sat on the investment committee for Great Point’s private equity funds focused on healthcare recaps and buyouts; University of Michigan UG
Eagle Health Investments (Greenwich)
Founded: 2019
Style: Long/short healthcare fund focused on chronic disease, inadequate care, and misaligned incentives
Founder background: Gary Stern; healthcare sector head at Ziff Brothers Investments, which ran a market-neutral strategy, so Eagle Health likely follows a similar style — though filings don’t explicitly say it’s low-net or market-neutral; Dartmouth UG
Great Point Partners (Greenwich)
Founded: 2003
Style: Long/short biotech, pharma, and life science. Invests in privates too
Founder background: Dr. Jeffrey R. Jay; partner and head of health care at J. H. Whitney; Boston University UG, Boston University MD, Harvard MBA
M28 Capital Management (Stamford)
Founded: 2019
Style: Long/short hedge fund specializing in life sciences and biotech
Founder background: Marc Elia; partner at Bridger Capital, founded by Roberto Maginone; Roberto previously worked for John Griffin at Blue Ridge Capital, making M28 a Tiger Great Grandcub; Carleton College UG
Parkman Healthcare Partners (Stamford)
Founded: 2018
Style: Low-net long/short hedge fund focused on healthcare smid-cap stocks — medical tech, pharma, biotech, and healthcare services
Founder background: Greg Martinez; portfolio manager at Schonfeld Strategic Advisors; worked at Norumbega Capital (a Millennium unit), Diamondback Capital; Senior VP at Pequot Capital; Duke UG, Northwestern Kellogg MBA
Soleus Capital Management (Greenwich)
Founded: 2017
Style: Long/short life science hedge fund with crossover capabilities in private equity and SPVs
Founder background: Guy Levy; partner, PM, and analyst at Paulson & Co and Shumway Capital (a Tiger Cub hedge fund); Yale UG
HF - Market-neutral / low-net
Baypointe Partners (Stamford)
Founded: 2023
Style: Low-net long/short consumer hedge fund
Founder background: Sean Gambino; Worked at London-based macro hedge fund Eisler Capital (AUM ~$4B) after running his own fund, Heron Bay; Shut down Heron Bay and brought his team to Eisler to focus on investing while leveraging the platform's capital and infrastructure; Left Eisler in 2022 to launch Baypointe; SUNY Plattsburgh UG
BCK Capital Management (Stamford)
Founded: 2015
Style: Market-neutral, event-driven investment firm with three main portfolios:
Spread Risk Arbitrage: Traditional merger arbitrage profiting from spreads narrowing as deals close
M&A-Related Special Situations: Plays on merger-linked situations like alpha shorts, post-merger scenarios, litigation, hostile bids, and competitive auctions
Special Situations: Open-ended portfolio focused on companies undergoing big changes, managed market-neutral by hedging sector, industry, and market risks using equities, ETFs, options, and derivatives
The BCK Funds use leverage: Charter Oak Funds typically run gross exposures between 300% and 550%, and net exposures from 100% to 300%
Founder background: Wayne Yu; Started as a law clerk for the Tenth Circuit Court of Appeals; Associate at Wachtell, Lipton, Rosen & Katz; Led Citadel’s event-driven business for the Americas; Ran event-driven trading at Société Générale; Harvard UG; University of Chicago JD
Candlestick (Greenwich)
Founded: 2019
Style: Market-neutral, focused on global consumer, internet, and select industrial sectors.
Founder background: Jack Woodruff; Former Surveyor star PM who managed the firm’s largest investment team; Prior senior analyst under Gabe Plotkin at Sigma Capital, a SAC Capital affiliate; Earlier consumer analyst at North Sound Capital, a Tiger Cub hedge fund; Jack and Gabe are reputed as two of the greatest consumer stock pickers in the hedge fund industry; USC UG; NYU MBA
Hudson Bay (Stamford)
Founded: 2005
Style: Market-neutral, multi-manager hedge fund. Unlike some pod shops, they run with relatively low leverage.
Founder background: Sander Gerber; Started as an equity options trader on the American Stock Exchange; Launched proprietary trading firm Gerber Asset Management in 1997; Hudson Bay Capital founded in 2005, absorbing Gerber Asset Management’s team and resources; Wharton UG
Iron Triangle Partners (Cos Cob)
Founded: 2019
Style: Low-net healthcare hedge fund
Founder background: Kevin Molloy; Healthcare PM at JANA Partners (activist) and Millennium Management (multi-manager); College of William & Mary UG; Wharton MBA
Mangrove Partners (Greenwich)
Founded: 2010
Style: Low-net value long/short hedge fund with four core strategies: long/short equity, capital structure arbitrage, stressed and distressed debt, and liquidations/arbitrage. The long side focuses on restructurings, asset-heavy companies trading at discounts, and underappreciated businesses with low multiples. They aim for a net exposure of 0-30%.
Founder background: Nathaniel August; Worked at White Eagle Partners, senior analyst at Brahman, and analyst at K Capital; Brown University UG.
Prana Capital Management (Greenwich)
Founded: 2016
Style: Low-net, long/short event-driven fund. Most of the portfolio consists of pairs trades. Catalysts can include new management, business model changes, M&A, controversial situations, and operational initiatives.
Founder background: Peter Seuss; Citadel PM; No education info available
Prentice Capital (Greenwich)
Founded: 2009
Style: Market-neutral consumer / retail hedge fund
Founder background: Michael Zimmerman; PM at SAC Capital where he traded retail and consumer; Senior Analyst at Leon Cooperman’s Omega Advisors; Harvard UG (noted standout college tennis player according to Wikipedia)
Solas Capital Management (Darien)
Founded: 2004
Style: Low-net value fund that invests in stocks impacted by business, financial market, or legal uncertainties.
Founder background: Tucker Golden; Former consumer research analyst at the now-defunct Ivory Capital in Los Angeles, which runs a similar low-net value long/short strategy; Princeton UG
Sunriver Management (Greenwich)
Founded: 2015
Style: Long/short value firm focusing on SMID-cap equities (focus sub $25 billion market cap).
Founder background: Will Cook; Previously worked at Ziff Brothers Investments, a market-neutral fund; UVA UG; Columbia MBA
HF - Event-driven / special situation
Engle Capital Management (Greenwich)
Founded: 2014
Style: Long/short event-driven hedge fund investing in companies undergoing “transformative change.”
Founder background: Jeffrey Helman; Partner at Scout Capital Management, a $5 billion peak AUM, concentrated long/short equity hedge fund focused on TMT; Wharton UG
Kensico Capital Management Corp (Greenwich)
Founded: 2000
Style: Long/short value/event-driven hedge fund. They do both absolute value plays on individual stocks as well as pair trade (relative value), profiting from valuation convergence or divergence between two stocks.
Founder background: Michael Lowenstein; Started his career working for Michael Price (who was Seth Klarman’s boss) at Mutual Series Fund; Partner at Tyndall Partners, a market-neutral equity hedge fund; UPenn UG; Northwestern Kellogg MBA
Lykos Global Management (Stamford)
Founded: 2023
Style: Long/short event-driven hedge fund focused on equity capital markets (ECM) and late-stage private companies.
Founder background: Nick Laster; Partner and PM at Soros Fund Management, covering Global ECM and late-stage growth; Brown University UG
Manatuck Hill Partners (Westport)
Founded: 2012
Style: Long/short hedge fund with a SMID cap focus on the long side.
Founder background: Mark Broach; PM at Art Samberg’s Pequot Scout Fund, a small-cap hedge fund; education not found
Nantahala Capital Management (New Canaan)
Founded: 2004.
Style: long/short, low-net, risk arbitrage, and capital structure arbitrage, focusing on small-cap stocks
Founder background:
Wilmot Harkey; Analyst at Sagamore Hill Capital and SAM investments doing cap structure arb; Williams College UG
Daniel Mack; Sagamore Hill Capital; Wharton UG
Parsifal Capital Management (Greenwich)
Founded: 2018
Style: long/short equity, event-driven and special situations across capital structure
Founder background: David Zorub; PM, Sound Point Luna (BlueMountain spin-out doing structured credit / CLO); Principal, TPG Capital; Principal, Finacity Corporation; Analyst at Hawkshaw Capital Management; Duke UG, Columbia MBA
Rangeley Capital (New Canaan)
Founded: 2006.
Style: long/short event-driven, low-net
Founder background: Christopher DeMuth; analyst for multiple hedge funds and proprietary trading desks, specializing in event-driven strategies; College of William & Mary UG
Wolf Hill Capital Management (Greenwich)
Founded: 2018
Style: Long/short event-driven hedge fund investing in equities and distressed debt around announced or expected transformational changes. They typically hold 25-35 long and short positions.
Founder background: Gary Lehrman; PM at Lombard Odier; Prop trader at JPMorgan Chase; UNC Chapel Hill UG; Columbia MBA
Yakira Capital Management (Westport)
Founded: 1997
Style: long/short, event-driven, market-neutral
Founder background: Bruce Kallins; Analyst at Gabriel Capital, PM at Ithaca Partners; SUNY Oneonta UG, NYU MBA
HF - Value
ACK Asset Management (Greenwich)
Founded: 2005
Style: Long/short small-cap value hedge fund. Strong focus on free cash flow generation and yield. They look for businesses with recurring revenue, defendable niches, and pricing power.
Founder background:
Richard Meisenberg; Analyst at Oppenheimer & Co. and Smith Barney covering small- and mid-cap stocks; founding partner of Palisade Capital Management; NYU UG
John Reilly; Managing Director and Senior Equity Analyst at CJS Securities; Fordham UG
Blue Door Asset Management (Stamford)
Founded: 2018
Style: long/short value (long-biased), with a macro overlay, longs focus on good to great companies with variant view
Founder background:
Michael Luddy; PM at Leon Cooperman’s Omega Advisors; Wharton UG
Daniel Krausz; Macro Analyst at Leon Cooperman’s Omega Advisors; Yeshiva UG, Wharton MBA
Deccan Value Investors (Greenwich)
Founded: 2004
Style: Global long-biased deep value hedge fund
Founder background: Vinit Bodas; Partner at Brandes Investment Partners, founded by Charles Brandes, famed value investor and direct disciple of Benjamin Graham; UT Austin UG
Extra note: The firm has had some troubles for a while — you can Google for more details and decide for yourself.
Discerene Group (Stamford)
Founded: 2010
Style: Value long/short hedge fund with a really concentrated portfolio. Right now, about 60% of the long book is in Alibaba (BABA) and JD.com.
Founder background: Soo Chuen Tan; Partner at Deccan Value and worked at distressed hedge fund Halcyon; Oxford UG and master’s (graduated first in his class); Harvard MBA (Baker Scholar, top 5% of class)
Endeavour Capital Advisors (Greenwich)
Founded: 1993
Style: long/short specializing in Financial sector
Founder background:
Laurence Austin; PM at Merrill Lynch Alternative Investments; SUNY Albany UG
Mitchell Katz; Sell-side analyst at Goldman Sachs; Emory UG, NYU MBA
Equinox Partners Investment Management (Stamford)
Founded: 1987
Style: long/short, specializing in emerging markets and basic materials producers
Founder background: Sean Fieler; founded the firm during college; Williams College UG
Highland Peak Capital (Old Greenwich)
Founded: 2019
Style: long/short, cross cap structure from equity to distressed
Founder background: Graham Morris; VP at Advent Capital Management (convertible bond investment firm), PM at Contrarian Capital; UT Austin UG, Columbia MBA
Lucerne Capital Management (Greenwich)
Founded: 2000.
Style: long/short value, continental Europe
Founder background: Pieter Taselaar; Head of European Equities and Senior Managing Director at ABN AMRO New York; Corporate Finance Analyst at ABN AMRO Amsterdam; Leiden University UG, Columbia MBA
Prospector Partners Asset Management (Guilford)
Founded: 1997
Style: value, has long-only, directional long/short and market-neutral offerings and a dedicated financial services and insurance sector fund
Founder background: John Gillespie; analyst and PM at T Rowe Price, analyst at GEICO; Bates College UG, Stanford MBA
Watchtower Advisors (Old Greenwich)
Founded: 2018
Style: long/short value
Founder background: Sky Wilber; Analyst at Marathon Asset Management and Kensico Capital; Co-CIO of Foundation Asset Management; Wharton UG; CFA holder
Westport Asset Management (Southport)
Founded: 1983
Style: long/short value, 18-24 month investment horizon
Founder background: Andrew Knuth; Director of Research at Lieber & Co. from 1969 to 1981, and as a Principal at Lazard Freres & Co. LLC (Broker) and Mutual Benefit Life Insurance Co.; Dickinson College UG, NYU MBA
HF - Growth
11 Capital Partners (Darien)
Founded: 2019
Style: long/short, global, variant perception over 12-60 months, focusing on consumer, industrial and TMT.
Founder background: Jason McDougall; Analyst at Timothy Barakett’s Atticus Capital, Perennial Investors and Valinor Management (Tiger Seed hedge fund that shut down); UVA UG
Anabranch Capital Management (Stamford)
Founded: 2020
Style: long/short (long-biased) growth, wide moat, 8-12 longs
Founder background:
Alex Shapiro; UVA UG, Harvard MBA
Daniel Wolf; no info
Ardsley Advisory Partners (Stamford)
Founded: 1987
Style: Flagship fund is a long/short global equity strategy focused on growth at a reasonable price, with event-driven near-term plays. They also run a Sustainable Opportunities Fund focused on clean tech and sustainable themes.
Founder background: Philip Hempleman; Managing Director at TCW, runs the Special Equity Strategy; Indiana University UG; NYU MBA
Chilton Investment Company (Stamford)
Founded: 1992
Style: Quality value long/short hedge fund. Their holdings show the quality focus — companies like Costco, Microsoft, Sherwin-Williams, Mastercard, and Progressive.
Founder background: Richard Chilton; Worked in M&A at Merrill Lynch, analyst at Alliance Capital, and media IB boutique Allen & Company before founding Chilton with $5 million; Alfred University UG
Fun fact: The current co-CIOs of Lone Pine Capital, Kelly Granat and David Craver, both worked at Chilton early in their careers.
Generative Investment Partners (Greenwich)
Founded: 2020
Style: long/short TMT, crossover
Founder background: Steve Amaro; Analyst at PSAM; PM at Soros Fund and 43 North Capital; Dartmouth UG
P.A.W. Capital Partners (Greenwich)
Founded: 1990.
Style: long/short, Technology/Healthcare/Retail focused, small cap
Founder background: Peter Wright; CEO of SoundView Financials, a Stamford-based broker/dealer, EVP and Research Director at Gartner; Cornell UG and MBA
Savoir Faire Capital Management (Norwalk)
Founded: 2015
Style: long/short, focusing on consumer-related businesses
Founder background: Brian Crombie; CFO and/or senior finance and corporate development executive at multiple growth and private equity–backed companies across consumer, healthcare, and technology sectors; Queen’s University UG, Harvard MBA
HF - Style-agnostic L/S
CAS Investment Partners (Westport)
Founded: 2012
Style: long/short agnostic, concentrated, 5-15 long positions.
Founder background: Clifford Sosin; UBS Fundamental Investment Group, analyst at HY and distressed hedge fund Silver Point, began career at Holihan Lokey Rx IB; Swarthmore College UG.
Goodnow Investment Group (Darien)
Founded: 1969 (previously known as Goodnow, Gray & Co)
Style: long/short agnostic, goodco/badco approach
Founder background:
Randall Heck; PM at Gabelli Funds; McDaniel College UG; Columbia MBA
Bradley Purcell; PM at Lazard Asset Management and Gabelli Funds; Stanford UG, Columbia MBA
Greenhaven Road Investment Management (Greenwich)
Founded: 2011
Style: long/short (long-biased) agnostic, very concentrated portfolio — 15 or fewer long positions.
Founder background: Scott Miller; Ran an education company growing to $75M revenue and 1,400 employees; invested personally with strong returns; struggled to break into buy-side roles post-financial crisis; founded Greenhaven Road, which has outperformed since inception; UPenn UG; Stanford MBA.
Family Office
Cross Island Advisors (Darien)
Founded: 2017
Style: family office of Drs. Nitin & Leena Doshi, founders of Doshi Diagnostic Imaging. a concentrated portfolio of approximately 15 companies experiencing transformations associated with dramatic capital structures improvements, rapid cash flow growth, and expanding network effects that are undervalued by market participants with the expectation that they will achieve exceptional rates of return over a 3-5 year time period
Founder background: Amit Chokshi; founded Kinnaras Capital Management; Bryant University UG, Emory MBA; CFA holder
Please let me know if I am wrong or you think any big names need to be added to this list. Thank you for reading.