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Research-driven investment strategy
Windward Management LP is founded by Marc Chalfin and is focused on equity long/short investing. The firm employs a distinctive fundamental value with a catalyst strategy, making concentrated investments primarily in small-to-mid (SMID) cap companies. The fund targets significantly skewed and asymmetric risk/rewards (5-1) over a medium-term time horizon (6-24 months) through a primary research intensive and deeply fundamental process, Windward seeks to exploit the inflection and powerful confluence of earnings and multiple revisions. Mr. Chalfin has 20 years of experience with several multi-billion dollar long/short and catalyst driven hedge funds. Shay Capital, where Mr. Chalfin was most recently a Portfolio Manager for 3 years, is a day 1 investor in Windward.