Shellback Capital

Private Investment Firm Massachusetts, United States ·Founded 2013

Overview

Shellback Capital is a Boston-based private investment firm specializing in long-term value investing in public companies. The firm focuses on providing strategic investment solutions and managing capital for its clients. Shellback Capital operates under a framework of integrity and innovation, reflecting its dedication to protecting its intellectual property and proprietary strategies. The firm's investment approach encompasses a range of strategies, including long/short equity and fixed income investments. Shellback Capital targets various stages of company development, from growth and late-stage investments to pre-IPO, buyout, turnaround, and distressed situations. The firm has a broad geographical focus, primarily investing in the United States, and spans multiple industries, including technology, media, telecommunications, healthcare, consumer goods, financial services, energy, real estate, industrials, utilities, materials, consumer services, basic materials, consumer non-durables, consumer durables, and more. Shellback Capital's investment philosophy centers on identifying undervalued companies with strong growth potential. By partnering with management teams, the firm aims to unlock value and drive long-term success. The firm's commitment to excellence and innovation is evident in its strategic approach to investing, focusing on delivering superior returns for its clients while maintaining a strong ethical foundation.

Investment Focus

  • Accredited investors only
  • Long-term investment horizon

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerTeslaBerkshire HathawayChevronCoca-ColaIntelPepsiCoIBMMcDonald'sMerck

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Frequently asked questions about Shellback Capital

What sectors does Shellback Capital invest in?

Shellback Capital invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Massachusetts, United States. Shellback Capital is listed as a private investment firm in the ConnectSafely investor database.

What stage does Shellback Capital invest at?

Shellback Capital backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 10M - 500M.

Which regions does Shellback Capital invest in?

Shellback Capital invests across United States.

What companies has Shellback Capital invested in?

Shellback Capital's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.

Last updated · Source: ConnectSafely investor database