Overview
Heard Capital LLC (the "Firm”) focuses on investing in public equities in the technology, media, telecommunication, financial and industrial sectors. The Firm believes the regulatory structures, competitive landscape, demographics and historical biases within these industries often result in misunderstandings and inefficiencies, thereby creating investment opportunities.
The Firm analyzes opportunities on a global basis, utilizing a fundamental, bottom up analysis and leveraging the team’s 15+ years of investment experience. The Firm targets investments in companies that it believes provide an essential product or process, have a strong economic moat, and demonstrate strong alignment of interests with shareholders but tend to be misunderstood by the market.
The Firm partners with public and private pension plans, foundations and endowments to invest in a concentrated, long-term manner across two investor-aligned commingled strategies:
- The Opportunity strategy seeks to generate superior risk-adjusted returns while preserving capital across market environments.
- The High Conviction Long Only strategy focuses on capital appreciation for investors with a longer investment horizon.
