Christopher Godfrey founded Headwaters Capital Management in September 2020 after 7 years investing in small and mid cap public equities for Invesco's Small Cap Growth and Small Cap Core mutual funds. His time at Invesco provided valuable experience as a fundamental equity investor along with diverse sector and industry coverage responsibilities. Godfrey's approach balances optimism with skepticism: While he has a naturally optimistic view toward the public equity market, he approaches each potential investment with a skeptical lens that was honed through his credit training as a commercial lender at Regions Bank from 2007-2011. This credit background built a solid foundation for fundamental company analysis and continues to serve as a valuable ballast to his growth investment philosophy. Godfrey graduated with a BA in Economics from Washington & Lee University in 2006 and an MBA from Emory's Goizueta Business School in 2013, and is also a CFA Charterholder.

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Headwaters Capital Management's investment philosophy is rooted in a belief that making concentrated investments in unique businesses with durable long-term growth prospects can outperform the market and do so in a highly tax efficient manner. The strategy seeks to invest in a small number of industry leading companies with sustainable competitive advantages and the opportunity to generate durable, long-term revenue growth. The firm combines this core investment philosophy with the discipline and patience to allow these companies to grow into their full investment potential while simultaneously minimizing costs and maximizing returns for investors. Their approach centers on allocating capital to a limited number of exceptional businesses that, through their sustainable competitive advantages and long runways for growth, can compound capital at above average rates of return.

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