Thoughtful Capital Stewardship

Disciplined Value Investing for the Long Term

Ravenwood Capital Management, LLC is a registered investment adviser dedicated to preserving and growing client capital through rigorous fundamental research, patient portfolio construction, and continuous risk management.

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Who We Are

Ravenwood Capital Management, LLC is an independent registered investment adviser providing customized portfolio management services. We are structured to avoid conflicts of interest, allowing us to focus solely on our clients' long-term financial success.

Independence

We maintain complete independence from sell-side research and banking relationships. Our only obligation is to our clients.

Fiduciary Duty

We are committed to honesty, transparency, and acting in the best interests of our clients at all times.

Investment Philosophy

Our Microcap Value Strategy focuses on the smallest publicly traded companies that are fundamentally undervalued and financially robust.

The Opportunity

We invest in companies with market capitalizations below $300 million. This segment is under-researched, creating persistent inefficiencies that we exploit through deep fundamental analysis.

Our Three-Pillar Approach

Every investment must satisfy three critical criteria:

  • Catalyst: Specific events (company-specific, cyclical, or secular) that can unlock value.
  • Valuation: A significant discount to intrinsic value (Asset-based, Earnings power, or Private market value).
  • Quality: Strong balance sheets, sustainable competitive advantages, and capable management.

Risk Management

We prioritize the avoidance of permanent capital impairment. Our risk management is built on financial robustness - investing in companies with high cash reserves and low debt - and a disciplined margin of safety.

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We welcome inquiries from prospective clients interested in learning more about our investment approach.

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