Samjo Management, LLC

Overview

Samjo Management, LLC is a private investment firm based in New York City, specializing in managing diversified portfolios of publicly traded securities. The firm focuses on mid- and small-cap equities across sectors such as technology, media, and consumer services, employing a value-driven investment approach to achieve long-term capital appreciation. Established in 2023, Samjo Management offers investment advisory services to institutional clients, including private funds and separately managed accounts for high-net-worth individuals, families, trusts, foundations, and other entities. The firm's investment strategy emphasizes deep fundamental analysis, value identification, and active rotation of core positions to enhance absolute and relative returns while minimizing capital risk over a five-year horizon. As of June 30, 2025, Samjo Management reported assets under management totaling $237 million, with 58 equity positions disclosed in their latest 13F filing. The firm's portfolio includes holdings in companies such as Thryv Holdings Inc., Genius Sports Limited, and Cantaloupe Inc., reflecting its commitment to sectors with strong growth potential. Samjo Management's disciplined investment philosophy and strategic focus aim to deliver consistent outperformance relative to industry benchmarks, aligning with the firm's dedication to creating sustainable value for its clients.

Investment Focus

• Minimum account size of $1,000,000 for separately managed accounts

Portfolio Companies