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Copyright © 2024 Boldhaven Management LLP | All rights reserved Boldhaven Management LLP is regulated by the United Kingdom Financial Conduct Authority (FCA) and the US Securities and Exchange Commission (SEC)
Boldhaven is an Alternative Investment Manager based in London
about
Fundamental.
Concentrated. Long-Term.
Boldhaven is an alternative investment management firm founded in 2017 and based in London.
We manage a concentrated strategy focused on long and short opportunities in Europe.
Our approach, led by Ronald Sofer (Founder & CIO), is defined by deep fundamental research,
a long-term investment horizon and a focus on intrinsic value.
Philosophy
Consistency through simplicity
Long-term approach
The market’s focus on short-term profits creates opportunities for investors who can invest with duration. We work to understand the quality and durability of cash flow generation to gauge earnings power and intrinsic value.
Contrarian mindset
We favour investments where our views around the long-term trajectory, sustainability and quality of cash-based earnings, informed by deep proprietary research, are significantly different to consensus expectations.
Market-cap flexibility
We are market-cap agnostic, however, we consistently deploy a significant amount of capital in the small- and mid-cap universe. Less industry coverage in these strata can drive large dislocations and thus present attractive entry opportunities for the long-term investor.
Dedicated short process
Our short book does not exist to fund our long book. It is designed to be a standalone portfolio of ideas where we believe significant misunderstanding exists around the quality, sustainability and trajectory of a company's operating metrics.
