Lagoda Investment Management, L.P.

Overview

Lagoda Investment Management, L.P. is a private investment firm specializing in long/short equity strategies, focusing on both U.S. and global markets. The firm employs a research-intensive, independent approach to identify outstanding companies with consistent long-term growth and profitability potential. Utilizing their trademark Owners & Dominators® strategy, Lagoda seeks to invest in businesses that demonstrate strong fundamentals and sustainable competitive advantages. The firm's investment strategy emphasizes a nimble and transparent decision-making process, allowing them to avoid common pitfalls that can undermine performance. With a small, focused team, Lagoda is able to conduct in-depth research and maintain a diversified portfolio across various sectors and geographies. Their global investment approach includes holdings in countries such as Japan, Norway, and Bermuda, reflecting a commitment to identifying opportunities worldwide. Lagoda's portfolio is concentrated in technology and healthcare sectors, with significant investments in companies like Digimarc Corp and Natera Inc. The firm manages an equity portfolio valued at approximately $174 million, comprising 34 stocks. Their investment philosophy is centered on long-term value creation, aiming to deliver superior performance by focusing on high-quality businesses with strong growth prospects.

Investment Focus

• Minimum account size of $5,000,000

Portfolio Companies