Heard Capital LLC

Overview

Heard Capital LLC is a private investment firm based in Chicago, Illinois. The firm focuses on identifying high-conviction investment opportunities in the financials, industrials, technology, telecommunications, and media sectors. As of January 1, 2025, Heard Capital manages approximately $2 billion in assets on behalf of its investors, which include leading endowments, foundations, pensions, and select family offices. The firm's investment strategy is multi-faceted, encompassing both public equity and private credit investments. In public equities, Heard Capital employs a long-only, fundamental, and concentrated approach, targeting companies with durable competitive advantages and clear alignment with shareholders. In private credit, the firm seeks to provide capital to middle-market businesses that are misunderstood or viewed as overly complex, focusing on sectors such as technology, media, telecommunications, financials, and industrials. Heard Capital's investment philosophy emphasizes a rigorous, debate-driven process to identify opportunities that offer attractive risk-adjusted returns. The firm aims to minimize downside risk through disciplined underwriting, deep sector knowledge, and an engaged approach with management. This strategy is designed to outperform market benchmarks over the long term, reflecting Heard Capital's commitment to delivering value to its investors.

Investment Focus

• Accredited Investor
• Qualified Purchaser