Leeward Investments

Leeward Investments is a registered investment advisor based in Boston, Massachusetts, that specializes in managing small-cap, mid-cap, and small-mid-cap value equity strategies. The firm focuses on companies with strong balance sheets, high returns on capital, and solid free cash flows, while integrating environmental, social, and governance factors into its fundamental research. Leeward Investments serves various clients, including high-net-worth individuals, trusts, pension plans, charitable institutions, and mutual funds, often managing accounts on a discretionary basis where the investment team makes trading decisions without prior consultation. The firm also provides model portfolios and acts as a sub-advisor for mutual funds, and participates in various wrap fee programs sponsored by other financial institutions.