About Us
Disciplined Value. Expert Execution.
High Conviction Portfolios Built on Bottom-Up Value Analysis
At Northwood Investment Partners, we bring military discipline to value investing, combining it with financial expertise to drive results.
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Our high-conviction portfolios are built on fundamental bottom-up value analysis and opportunistic investing in special situations, designed to capture asymmetric growth opportunities.
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We provide access to high-conviction value investing opportunities, aligned with our clients to benefit from a dynamic and informed investment strategy.
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With transparent operations, aligned interests, and a 15-year track record of outperforming major indices, we are well-positioned to help high-net-worth individuals and institutions achieve their long-term financial goals.
WHO WE ARE
Our Mission
Precision. Conviction. Transparency.
We seek to generate attractive returns for our investors by executing the best ideas in value investing with precision and discipline.
WHO WE ARE
Our Firm
Northwood Investment Partners, founded in 2013 by Frederick Myers, is a San Francisco Bay Area-based investment management firm. We are a 100% employee-, veteran-, and minority-owned small business, managing separate accounts with a bottom-up, fundamental analysis approach rooted in value investing principles.
Our Founder
WHO WE ARE
Frederick W. Myers
Fred, a U.S. Navy veteran, founded Northwood to bring investors access to compelling financial opportunities traditionally reserved for institutions. Inspired by legendary investors Warren Buffett and Benjamin Graham, Fred has over 20 years of expertise in value investing, company research, and investment selection. Fred’s diverse background includes roles as a submarine officer, management consultant, corporate finance and corporate development manager, and portfolio manager. Fred holds a B.S. in Economics from the U.S. Naval Academy in Annapolis, Maryland, and an M.B.A. from the UCLA Anderson School of Management.
WHAT WE DO
Our Portfolio
Our strategy seeks long-term capital growth through a concentrated portfolio of undervalued stocks. We offer a distinctive risk/reward profile, driven by two components:
1
Concentrated Value Investing
Targeting undervalued companies using fundamental analysis, with a holding period of two to five years.
2
Special Situations
Focusing on mergers, acquisitions, bankruptcies, and spin-offs, with a holding period of usually less than one year.
WHAT WE DO
Our Edge
High Conviction
Concentrated portfolios of 20-30 holdings
Military Discipline
Rigorous and systematic approach
Transparency
Separately managed accoutns with full client access
Proven Results
Consistently outperformed major indices since inception
WHAT WE DO
Research Process Driving Our Approach
Our investment process is grounded in decades of research and expertise in value investing. Below, we’ve compiled key materials that have shaped our philosophy and helped us identify the most compelling investment opportunities as we deliver results for our clients.
1
"The Intelligent Investor: The Definitive Book on Value Investing"
Benjamin Graham
2
"You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits"
Joel Greenblatt
3
"Options, Futures and Other Derivatives"
John Hull
4
"The Black Swan: The Impact of the Highly Improbable"
Nassim Nicholas Taleb
5
"The Big Short: Inside the Doomsday Machine"
Michael Lewis
