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| {{Short description|American hedge fund}} | |||
| {{Company | |||
| {{Infobox company | |||
| | name = Valley Forge Capital Management | | name = Valley Forge Capital Management | ||
| | industry = Finance | | industry = Finance | ||
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| '''Valley Forge Capital Management''' is a U.S.-based hedge fund founded in 2007 by ]. Headquartered in Miami, Florida. The firm is known for its concentrated investment strategy, typically holding fewer than 20 stocks at a time. Its approach focuses on identifying high-quality, U.S.-listed companies with strong pricing power, low reinvestment needs, and secular growth potential. | '''Valley Forge Capital Management''' is a U.S.-based hedge fund founded in 2007 by ]. Headquartered in Miami, Florida. The firm is known for its concentrated investment strategy, typically holding fewer than 20 stocks at a time.<ref>{{Cite web |last=Sonenshine |first=Jacob |title=How This Hedge Fund Beats the S&P 500 With 20 or So Quality Stocks Like ASML |url=https://www.barrons.com/articles/valley-forge-capital-management-asml-intuit-mastercard-visa-stock-53a4855e?reflink=desktopwebshare_permalink |access-date=2024-12-17 |website=barrons |language=en-US}}</ref> Its approach focuses on identifying high-quality, U.S.-listed companies with strong pricing power, low reinvestment needs, and secular growth potential. | ||
| The firm has consistently surpassed the S&P 500 by over five percentage points per year. As of 2024, Valley Forge Capital Management manages over $4 billion in assets. The fund's holdings have included notable companies such as Moody's Corporation, S&P Global, and Fair Isaac Corporation, emphasizing businesses with monopoly or oligopoly-like characteristics in their industries.<ref>{{Cite AV media |url=https://www.thestreet.com/video/hedge-fund-performance-investing-strategy |title=How This Hedge Fund Returned More Than 50% in One Year |date=2020-03-02 |last=Sonenshine |first=Jacob |language=en-us |access-date=2024-12-17 |via=www.thestreet.com}}</ref> | The firm has consistently surpassed the S&P 500 by over five percentage points per year. As of 2024, Valley Forge Capital Management manages over $4 billion in assets. The fund's holdings have included notable companies such as Moody's Corporation, S&P Global, and Fair Isaac Corporation, emphasizing businesses with monopoly or oligopoly-like characteristics in their industries.<ref>{{Cite AV media |url=https://www.thestreet.com/video/hedge-fund-performance-investing-strategy |title=How This Hedge Fund Returned More Than 50% in One Year |date=2020-03-02 |last=Sonenshine |first=Jacob |language=en-us |access-date=2024-12-17 |via=www.thestreet.com}}</ref> | ||
| Valley Forge Capital Management Capital's success has been featured in financial publications such as ], |
Valley Forge Capital Management Capital's success has been featured in financial publications such as ], ], Bloomberg, and Business Insider, highlighting its unique strategy and Kantesaria's transition from a medical background to investment management. | ||
| ==References== | |||
| {{Reflist}} | |||
| ] | |||
Latest revision as of 15:00, 22 December 2024
American hedge fund| Industry | Finance |
|---|---|
| Founded | 2007 |
| Founder | Dev Kantesaria |
| Headquarters | Miami, FL |
| AUM | US$4 Billion |
| Website | https://www.valleyforgecapital.com/ |
Valley Forge Capital Management is a U.S.-based hedge fund founded in 2007 by Dev Kantesaria. Headquartered in Miami, Florida. The firm is known for its concentrated investment strategy, typically holding fewer than 20 stocks at a time. Its approach focuses on identifying high-quality, U.S.-listed companies with strong pricing power, low reinvestment needs, and secular growth potential.
The firm has consistently surpassed the S&P 500 by over five percentage points per year. As of 2024, Valley Forge Capital Management manages over $4 billion in assets. The fund's holdings have included notable companies such as Moody's Corporation, S&P Global, and Fair Isaac Corporation, emphasizing businesses with monopoly or oligopoly-like characteristics in their industries.
Valley Forge Capital Management Capital's success has been featured in financial publications such as Barron's, Wall Street Journal, Bloomberg, and Business Insider, highlighting its unique strategy and Kantesaria's transition from a medical background to investment management.
References
- Sonenshine, Jacob. "How This Hedge Fund Beats the S&P 500 With 20 or So Quality Stocks Like ASML". barrons. Retrieved 2024-12-17.
- Sonenshine, Jacob (2020-03-02). How This Hedge Fund Returned More Than 50% in One Year. Retrieved 2024-12-17 – via www.thestreet.com.