Northwood Investment Partners

Overview

Northwood Investment Partners is a San Francisco Bay Area-based, 100% employee-owned, veteran- and minority-owned investment management firm founded in 2013, specializing in value investing strategies. The firm focuses on creating high-conviction portfolios through bottom-up, fundamental analysis, targeting undervalued companies with a holding period of two to five years. Additionally, Northwood engages in opportunistic investing in special situations, such as mergers, acquisitions, bankruptcies, and spin-offs, typically holding these investments for less than one year. The firm's disciplined approach aims to capture asymmetric growth opportunities while managing risk. Northwood's investment philosophy is grounded in military discipline, emphasizing precision, conviction, and transparency. The firm is committed to providing access to compelling financial opportunities traditionally reserved for institutions, aligning its interests with those of its clients. With a 15-year track record of outperforming major indices, Northwood has demonstrated its ability to generate attractive returns for high-net-worth individuals and institutions. The firm's founder, Frederick W. Myers, a U.S. Navy veteran, brings over 20 years of expertise in value investing, company research, and investment selection. Inspired by legendary investors Warren Buffett and Benjamin Graham, Fred's diverse background includes roles as a submarine officer, management consultant, corporate finance and corporate development manager, and portfolio manager. He holds a B.S. in Economics from the U.S. Naval Academy and an M.B.A. from the UCLA Anderson School of Management. Northwood's investment process is grounded in decades of research and expertise in value investing, aiming to identify the most compelling investment opportunities and deliver results for its clients.