Voss Capital

Overview

Voss Capital is a Houston-based private investment firm specializing in value-oriented special situations. The firm manages two primary funds: the Voss Value Fund (VVF), a long/short equity fund, and the Voss Value-Oriented Special Situations (VVOSS) fund, a long-only equity fund. Both funds target value-oriented special situations with an emphasis on business model analysis, properly incentivized management teams, identifiable catalysts for value realization, and securities with the potential to double in value within a three-year timeframe. The firm's investment strategy involves taking relatively concentrated positions in high-conviction original ideas. The investment due diligence process prioritizes assessment of a company’s ability to generate free cash flow, extensive scuttlebutt research, interviews with management and competitors, quality of earnings analysis, and a review of management’s track record of capital allocation. In particular, the investment team seeks to identify companies with "Voss Sauce," which is defined as accelerating revenue growth and expanding margins simultaneously. As of September 30, 2025, Voss Capital has $1.5 billion in assets under management. The firm's Chief Investment Officer, Travis Cocke, founded Voss in October 2011 and has over a decade of direct public market investment experience. Under his leadership, Voss Capital has established a reputation for its fundamental research-driven, bottom-up, value-oriented investment approach, focusing on underfollowed special situations.

Investment Focus

• Companies with accelerating revenue growth and expanding margins
• Properly incentivized management teams
• Identifiable catalysts for value realization
• Securities with potential to double in value within a three-year timeframe

Portfolio Companies