Investment Objective
Arrowside Capital believes that investing in innovative companies creating change builds the most value over time. The firm’s rigorous investment process searches for companies that are both innovative and profitable. Companies in the firm’s concentrated portfolios have durable competitive advantages, superior margins and returns on capital, and ample reinvestment opportunities. The combination of great conditions, plus great management behaviors produce the most intrinsic value growth over the long-term. Arrowside Capital favors small and mid-cap companies to take advantage of the market inefficiencies resident in these types of companies.
Value Creation
We believe that investing in innovative companies creating change builds the most value over time. Leveraging our proven investment process, we seek to identify and own companies with:
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Durable competitive advantage
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Repeatable revenue growth
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Superior margin structure and return on capital
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Robust reinvestment opportunities
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Effective management team
Philosophy
We believe that:
Investing in innovative companies creating change builds the most value over time.
Investing in innovative companies that generate cash flow and earrings.
Investing in innovative small and mid-sized companies allows us to take advantage of the most inefficient segment of the market.
About ArrowSide Capital
A Boston based employee owned investment firm focused on innovative companies that have demonstrated financial discipline. The firm was founded in 2022 by Tucker Walsh, who has more than 30 years of experience in investing in small and mid-sized innovative companies.
Portfolio Construction
Favor Small and Mid Cap companies.
25-40 holdings.
Largest position size is 7%. Smallest is 1%.
Larger positions more resiliency; smaller positions more optionality.