Stone House Capital Partners returned 4.1% for September, bringing its year-to-date return to 72% net. The S&P 500 is up 14.3% for the first nine months of the year.
Q3 2021 hedge fund letters, conferences and more
Stone House follows a value-based, long-long term and concentrated investment approach focusing on companies rather than the market in general. The fund studies companies' people, products and culture, including how they are changing, to formulate its views of future free cash flows.
Stone House management weighs their views of future free cash flows against market prices on a per-share basis. They prefer to own sizable stakes in a handful of high-conviction...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
