Investor Summary

James C. Elbaor serves as founder, Managing Partner, and Chief Investment Officer of Marlton Partners L.P., a Chicago-based investment firm established in 2019. Elbaor holds a B.A. from New York University and an M.B.A. from Columbia Business School. Beyond his hedge fund management role, he also serves as an angel investor. Under his leadership, the fund has demonstrated strong performance with +25.6% returns in 2024 and +4.6% year-to-date through April 2025, significantly outperforming major indices. Elbaor has established the firm as an active governance participant, leading high-profile activist campaigns including the successful engagement with 180 Degree Capital Corp.

Read More

Fund Strategy

Marlton's practice is investing in asset covered situations trading at a discount to their pro-forma 'net asset value,' with a hard catalyst to unlock this discount. The fund maintains a diverse but concentrated portfolio aligned with discount-sensitive, catalyst-driven principles. Investment focus spans UK Investment Trusts, US Closed-End Funds, REITs, and special situations globally. The fund actively monitors over 60 special situations and maintains an opportunistic approach to market volatility, adding new investments at attractive valuations during market dislocations. The strategy emphasizes situations with hard catalysts including corporate actions, tender offers, mergers, and activist governance interventions.

Read More

FUND PERFORMANCE AS OF 31st December 2024

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- 13.2% 24.6%