Investor Summary

Barry Pasikov founded Hazelton Capital Partners in 2009 and serves as Managing Member with over 32 years of experience across equities, currencies, commodities, options, and risk management. As one of the fund's largest investors, Pasikov manages the fund with personal capital alignment, emphasizing long-term value creation through disciplined fundamental analysis. The fund has demonstrated strong historical performance including 23% returns in 2016 that outperformed the S&P 500, and maintains a concentrated portfolio approach with 15-20 equity positions complemented by tactical hedging strategies.

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Fund Strategy

Hazelton Capital Partners employs a dual-strategy investment approach combining concentrated equity investing with tactical overlay strategies. The Core Strategy constructs a portfolio of 15-20 equity holdings selected based on intrinsic value, sustainable revenue growth, margin expansion, balance sheet strength, and management quality. The Overlay Strategy uses options, commodities, currencies, and risk arbitrage to provide hedging and generate short-term cash flows. The fund emphasizes understanding intrinsic value and avoiding emotional investment decisions while maintaining a concentrated, conviction-weighted approach to portfolio construction.

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FUND PERFORMANCE AS OF 31st March 2023

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- 14.7% 14.7%