Disciplined Value Investing
Disciplined value investing driven by business fundamentals in the context of the global environment.
Howe Point Capital LP focuses on disciplined, fundamental value investing primarily in US equities. The Howe Point Capital team combines many decades of senior global investment banking and national award winning business operational and entrepreneurial experience with which they strive to deliver long term returns superior to those of the market.
Howe Point Capital LP’s strategy is to invest in market leaders at attractive prices. Investment opportunities undergo a rigorous business and financial analytical process by a team of seasoned professionals whose depth and breadth of experience enables an industry agnostic approach.
Howe Point Capital LP is a closely held, private investment fund which does not offer securities or services to the public.
Investment Philosophy and Approach
Value Investing
Fundamental value investing is at the core of Howe Point Capital’s investment philosophy. We employ traditional intrinsic valuation techniques coupled with the judgement of the founders’ 30 years of market and business expertise to strive to deliver superior long term results.
Disciplined Investment Process
Investment opportunities are vetted through a rigorous, disciplined process which includes a detailed assessment by both the business review team as well as by the financial valuation team. Potential opportunities are assessed by building sophisticated, robust financial models considered in the context of the global macro outlook by the business review team. These models are the basis which the deeply experienced financial valuation team analyzes, sensitizes and opines on the level of potential commitment of the opportunity against a long term time horizon.
Educational Opportunities
The founders of Howe Point Capital originally come from small towns with relatively limited opportunities. In order to educate students from similar backgrounds and to encourage young people to pursue their dreams of careers in finance, we provide compensated opportunities to a small group of select students.
“Prudent value investing during times of market dislocation.”
– Howe Point Capital
