Valley Forge Capital Management
| Industry | Finance |
|---|---|
| Founded | 2007 |
| Founder | Dev Kantesaria |
| Headquarters | Miami, FL |
| AUM | US$4 Billion |
| Website | https://www.valleyforgecapital.com/ |
Valley Forge Capital Management is a U.S.-based hedge fund founded in 2007 by Dev Kantesaria. Headquartered in Miami, Florida. The firm is known for its concentrated investment strategy, typically holding fewer than 20 stocks at a time.[1] Its approach focuses on identifying high-quality, U.S.-listed companies with strong pricing power, low reinvestment needs, and secular growth potential.
The firm has consistently surpassed the S&P 500 by over five percentage points per year. As of 2024, Valley Forge Capital Management manages over $4 billion in assets. The fund's holdings have included notable companies such as Moody's Corporation, S&P Global, and Fair Isaac Corporation, emphasizing businesses with monopoly or oligopoly-like characteristics in their industries.[2]
Valley Forge Capital Management Capital's success has been featured in financial publications such as Barron's, Wall Street Journal, Bloomberg, and Business Insider, highlighting its unique strategy and Kantesaria's transition from a medical background to investment management.
References
[edit]- ^ Sonenshine, Jacob. "How This Hedge Fund Beats the S&P 500 With 20 or So Quality Stocks Like ASML". barrons. Retrieved 2024-12-17.
- ^ Sonenshine, Jacob (2020-03-02). How This Hedge Fund Returned More Than 50% in One Year. Retrieved 2024-12-17 – via www.thestreet.com.
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