Heard Capital LLC is a Chicago-based asset management firm that targets investment opportunities in six sectors in which it has significant experience and expertise: technology, media, telecommunications, financial, industrial, and energy. The regulatory structures, the competitive landscape, demographics, and historical biases create inefficiencies, and therefore investment opportunities, in these six sectors.
The Firm’s investment approach is rooted in deep, fundamental analysis, focusing on misunderstood opportunities in which the Firm’s domain expertise provides it with a unique lens to understand catalysts and value. The Firm analyzes investments on a global basis, utilizing a “bottom up” approach that identifies opportunities where the perception of value is not in line with the intrinsic value of the asset or situation. The firm actively manages exposures and uses position-sizing to manage risk and express conviction.
The Firm invests across two vehicles; both embrace concentration, have low turnover and focus on long-term value creation:
- Our long/short strategy seeks to generate superior risk-adjusted returns while preserving capital in all market environments.
- Our high conviction long only strategy allows for capital appreciation for investors with a longer investment horizon.