Investor Summary

Adam Wilk is the Founder and Managing Partner of Greystone Capital Partners, bringing a unique analytical background that combines sports analytics and financial services experience. Prior to launching Greystone, Adam worked in scouting and analytics roles with the San Antonio Spurs and Houston Rockets, followed by commercial credit underwriting at major banking institutions including TD Bank and Citibank. His employment history includes roles as Credit Analyst at TD Bank, Senior Compliance Analyst at Citibank, and Compliance Analyst at Dixon Hughes Goodman. These diverse experiences emphasized disciplined decision-making under uncertainty and long time horizons, which are central to how Greystone evaluates businesses, assesses risk, and allocates capital. Wilk holds SEC registration CRD# 7184174 as an Investment Adviser Representative in Pennsylvania and has passed the Series 65 examination. He launched Greystone Capital Partners LP in July 2025 after managing separate accounts, transitioning the firm toward a traditional hedge fund structure.

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Fund Strategy

Greystone Capital is a long-only equity investment firm that utilizes fundamental research to build a concentrated portfolio of small and microcap securities. The investment philosophy centers on patience, good decision making, and incremental improvement over the long-term to compound returns for investors. The strategy focuses on identifying and owning quality small companies, with strong fundamentals and good management, able to be purchased at value prices. The approach follows the principle that 'If the downside is well protected, the upside will take care of itself.' The firm spends 90% of research time talking to management, customers, and industry experts to gain insights not found in filings. Capital is allocated with above average compounding as the primary objective, supported by patience, deep fundamental research, and aligned interests. The investment process focuses deep down the market-cap spectrum, often in businesses nobody else is watching, with emphasis on companies in transition rather than turnarounds.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
21.9% 0.3% 2.8%
2025 2024
2.8% 19.2%