Broadwood Capital is an investment management firm based in New York City, founded in 2002. The firm primarily manages a private investment partnership for sophisticated investors and provides non-discretionary investment advice to a single-family group account. Broadwood Capital focuses on long-term, fundamental value and growth investing, often taking concentrated positions in selected companies. The firm employs various investment strategies, including buy-and-hold, hedging, short selling, leverage, and shareholder activism to influence corporate governance and enhance returns. Broadwood Capital manages significant assets for its limited number of private clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee of 1% per annum applies to investors in the partnership. The firm also charges a quarterly incentive allocation of 20% of net capital appreciation. Non-discretionary advisory account pays a fixed quarterly fee of $75,000.