Profiles >> Greenwood Investors LLC

Greenwood Investors LLC

Last Updated: 12/3/2020

Greenwood Investors LLC is a Limited Liability Company that started in 2010 and is primarily owned and controlled by Steven D. Wood.

Greenwood considers themselves to be a "bottoms-up, collaborative, concentrated global investment manager focused on areas of pessimism, structural inefficiences and low competition." The company practices deep value investing, concentrating their efforts on a small portfolio of opportunities.

Greenwood Investors LLC operates out of an office in New York, NY. Based on the Form ADV filed on 2020-06-30 00:00:00, the investment firm is comprised of 3 employees, only 1 of whom performs investment advisory functions.

Fact Sheet

      Name: Greenwood Investors LLC
      CRD No: 155088
      Filing Recorded: 2020-06-30 00:00:00
      Year of Origin: 2010
      Employees: 3
      Clients: 44
      AUM: 71,506,075
      Management Fee: 0 to 1 Percent
      Performance Fee: 10 to 15 Percent
      Client Type: Individuals, High Net Worth Individuals, Pooled Investment Vehicles, Corporations or Other Businesses
      Assets Traded: Exchange-Traded Equity Securities, Cash and Cash Equivalents, Other

      Email: Unknown
      Telephone: 212-920-4207
      Address: 1270 Avenue of the Americas 7th Floor New York, NY 10020

Investment Strategy

According to the brochure submitted to IAPD, Greenwoods investment strategy is as follows:

GWI uses long term trading, short term trading, and short sales. Our annual portfolio turnover has ranged from 25-40%, which correlates to a holding period of 2.5-4.0 years on average. The time we hold is determined by the relative opportunity set we have, and opportunities for capital reallocation to better candidates. Investing in securities involves a risk of loss that you, as a client, should be prepared to bear.

Methods of Analysis

In addition, Greenwoods methods of analysis include:

Our framework directs our intensive investigative efforts on a wide array of opportunities, which get published and closely disseminated in order to solicit feedback and continuously improve the fundamental analysis. Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.

Our collaborative network of partners, comprised of sophisticated investors, entrepreneurs and business owners, help us both find and diligence this steady stream of global opportunities. We are particularly attracted to business builders, and engage our investments to improve the business trajectory and make decisions for long-term stakeholder success

Greenwood Investors LLC does not have a Form 13F in our records

Since Greenwood Investors LLC's Assets Under Management falls below the $100 Million threshold required for reporting. As such, we do not expect to get an idea of their equity positions at this time.

Related Topics

What is Form 13f?
What is Form ADV?
How to Invest Like Warren Buffett?
Historical Portfolio Holdings for Greenwood Investors LLC