The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
Old West Investment Management was founded in 2008 by Joseph Boskovich Sr. and Jr., who bring extensive institutional experience from Aletheia where they grew assets from $80 million to over $10 billion. The team includes seasoned professionals like Chad Cook (CCO/CFO) with PwC background, Brian Laks CFA (Co-CIO) from NWQ, and Sheila Cu (COO/Head Trader) from Aletheia. The firm employs six staff members managing 550 clients through 326 accounts with average account size of $706,430. Founded on Code of the West values, the firm is committed to treating investors as they themselves would like to be treated.
Old West's investment process is grounded in Ben Graham's philosophy that 'Investing is most intelligent when it is most business-like'. The firm views stocks and bonds as ownership or creditor stakes in actual businesses, focusing on buying securities at a price significantly below their intrinsic value to ensure a margin of safety and buffer against uncertainties. A focus on people forms the core of Old West's investment process, believing that the soundest way to protect and grow capital is by aligning with management teams who have high stock ownership and smart pay. The firm seeks a margin of safety in terms of price paid relative to business value received.
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