Introducing Norwood Investment Partners: A Unique, Concentrated Value Investment Firm
Norwood Investment Partners is an investment management firm founded in 2013 with the aim of providing concentrated value strategies to its clients. The firm is located in San Carlos, California, and operates in the investment management industry, specializing in separately managed accounts. The company prides itself on its bottom-up, fundamental analysis approach and is 100% employee-owned. Moreover, Norwood Investment Partners is a veteran and minority-owned small business, which further distinguishes it from its competitors.
The firm's unique investment strategy focuses on identifying undervalued companies in which to invest in their common stock and, when deemed appropriate, options or warrants. Norwood Investment Partners relies on fundamental analysis to determine the intrinsic value of these companies and then purchases shares at a lower price. Most of the investments made by the firm have a time horizon of two to five years, reflecting their long-term commitment to value creation.
In addition to their primary investment strategy, Norwood Investment Partners also seeks out special situations that offer unique investment opportunities. These situations typically involve mergers and acquisitions, bankruptcy proceedings, or companies spinning off divisions. Unlike their traditional investments, these special situations are usually held for less than one year, reflecting the often-time-sensitive nature of such opportunities.
As an independently owned and operated investment management firm, Norwood Investment Partners is able to provide a higher level of personalized service to its clients. The firm's separately managed accounts allow for a more customized approach, as each client's portfolio is tailored to their specific needs and objectives. This flexibility, combined with the firm's expertise in concentrated value investing, makes Norwood Investment Partners an attractive option for investors seeking a unique approach to wealth management.
To learn more about Norwood Investment Partners and their investment strategy, you can visit their website at http://www.northwoodip.com/. Here, you will find more information about the firm's philosophy, approach, and the team behind their success. As an innovative and focused investment management firm, Norwood Investment Partners is well-positioned to provide exceptional service and value to its clients in the years to come.