- Co-portfolio manager of the Concentrated Long Only and Concentrated Equities strategies
- Works alongside the chief investment officer on portfolio construction, risk management, and portfolio company and new idea due diligence
- From July 2021 to July 2024, Director of Research and managed the firm’s research team
- From 2017 to 2021, Analyst at Owls Nest
- Previously: Investment Banking Analyst at PNC
- University of Connecticut B.S. in Finance 2015; member of endowment management group
- Married to Shanice, 1 dog, 1 cat
About Us
Owls Nest Partners was founded in February 2017 by Philip Timon and David Ferreira and is structured to achieve a primary objective of long-term client outperformance. We choose to work for like-minded allocators who share our long-term investment horizon.
Our Investment Mission is to own special, compounding businesses, that were bought well. We drive our clients’ outperformance through limited capacity, in-depth primary research, and the exploitation of those market participants who are unable or unwilling to invest with a long-term view.
We offer to our clients true alignment, transparency, liquidity, and exposure to less-efficient parts of the public equity market.
Structured for Performance
& Uniquely Aligned
A complete commitment to our mission through our truly unique structure and alignment with our clients.
Incentive Structure
5-Year Hurdle
- Performance incentive is earned only after 5 years and only on the outperformance to the small cap benchmark
- We invest with a 5-year horizon; therefore, we should be evaluated on a 5-year basis
Meaningful Co-Investment
100% Employee Owned
- No outside ownership forcing us to scale
- All employees materially invested in our funds
- All research team members bonused on outperformance
Concentrated Equities
Owls Nest Concentrated Equities strategy typically holds 8-12 long positions of predominantly small capitalization companies listed on a US exchange. The strategy is designed for taxable investors who are seeking to maximize their after-tax returns.
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Concentrated Long Only
Owls Nest Concentrated Long Only strategy typically holds 8-12 long positions of predominantly small capitalization companies listed on a US exchange. The strategy is designed for non-taxed institutions with a perpetual time horizon or tax-deferred vehicles with an investment horizon measured in decades.
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