Theodore Rosenthal founded TMR Capital in October 2019 after graduating from Johns Hopkins University. He is a hedge fund manager with 5+ years of industry-leading returns, focusing on value and event-driven equity strategies. Inspired by reading Benjamin Graham's The Intelligent Investor in college, Rosenthal was raised in a globally diverse family with entrepreneurial parents. He maintains an active investment commentary presence through his Substack newsletter Compounding Snowball and lives in Miami Beach.

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TMR Capital specializes in concentrated value investing with a focus on maintaining a margin of safety, long-term investment orientation, specialization in special situations, and dedication to short selling. The fund targets inflection points in companies that will change their earnings power over the next 3 years, seeking multi-baggers through companies undergoing major transformations where stocks can benefit from both multiple expansion and earnings expansion. The strategy emphasizes time arbitrage as a competitive advantage, contrasting with prevailing short-term and passive investment trends.

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