About  Windward Management LP

Windward Management LP, founded by Marc Chalfin, derives its name from the nautical term "windward," which refers to the direction from which the wind is blowing. This name personifies the firm's investment philosophy, which is built on navigating and harnessing inflecting fundamentals and investment winds.

Windward Management LP focuses on equity long/short investing with a distinctive fundamental value and catalyst strategy. By making concentrated investments primarily in underfollowed SMID-CAP companies, the firm targets significantly skewed and asymmetric risk/rewards (5-1) over a medium-term time horizon of 6-24 months. The firm's approach is rooted in a research-intensive, deeply fundamental process aimed at capitalizing on the critical inflection points and the powerful confluence of earnings and trading multiple revisions.

With Marc Chalfin's 20 years of experience investing significant capital at several multi-billion dollar long/short and catalyst-driven firms, Windward Management LP is adept at identifying and capitalizing on the critical junctures where headwinds—profit erosion and market resistance—are abating and transforming into tailwinds, driving materially variant profit expansion and superior investment returns.