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Revision as of 18:24, 17 December 2024 by Wolfkalipe (talk | contribs) (Created article about valley forge fund with added references)(diff) ← Previous revision | Latest revision (diff) | Newer revision → (diff)| Industry | Finance |
|---|---|
| Founded | 2007 |
| Founder | Dev Kantesaria |
| Headquarters | Miami, FL |
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, Blumberg, and Business Insider, highlighting its unique strategy and Kantesaria's transition from a medical background to investment management.
- Sonenshine, Jacob (2020-03-02). How This Hedge Fund Returned More Than 50% in One Year. Retrieved 2024-12-17 – via www.thestreet.com.
- Sonenshine, Jacob. "How This Hedge Fund Beats the S&P 500 With 20 or So Quality Stocks Like ASML". barrons. Retrieved 2024-12-17.