Ardsley Partners

Overview

Ardsley Partners, founded in 1987, is a Stamford, Connecticut-based asset management firm seeking to maximize returns over time through superior stock selection and the active management of long-short equity portfolios. Our managers employ a rigorous, bottom-up strategy in constructing the portfolios and place emphasis on companies with above average growth trajectories that are reasonably valued (GARP). Ardsley’s experience as a firm has demonstrated the ability to offer attractive returns to clients over time through successful stock selection coupled with opportunistic and nimble portfolio management. Ardsley Partners’ flagship fund uses a concentrated book approach with the top ten core holdings representing Ardsley’s best ideas and 40-50% of the portfolio. This can create some volatility at times however our long term and proven performance validates our approach to portfolio management. The firm’s investment professionals conduct their own fundamental research; applying a thorough and rigorous analytical approach to identify companies for the flagship portfolio as well as for Ardsley’s sector specific funds. Ardsley’s investment team also generates alpha through an opportunistic approach to trading and by using index or individual company options to enhance overall returns. The founder of Ardsley Partners, Philip Hempleman, has professionally managed assets for more than 40 years and our investment professionals have cumulatively been working at Ardsley for more than 100 years. Phil started his career at Banker’s Trust and had managed portfolios professionally at Oppenheimer and TCW before launching Ardsley Partners. Presently, Ardsley offers four separate strategies under its banner with both on-shore and off-shore capacity in most of these. The four strategies are: a long-biased long-short equity fund; a renewable energy/clean tech long-short equity fund; a global technology long-short equity fund; and a healthcare long-short equity fund.