Freestone Grove Partners LP
Freestone Grove Partners LP is a fundamental investment firm headquartered in San Francisco, CA, with additional offices in New York, Austin, and West Palm Beach. Founded by industry-leading professionals and quantitative experts, the firm manages assets for institutional investors and high-net-worth clients. The firm employs a substantial staff led by CEO & CIO Todd Barker, focusing on generating risk-adjusted returns through deep fundamental research and quantitative modeling.
Investment Strategy
Freestone Grove Partners LP manages private funds organized in a master-feeder fund structure. The firm focuses on a beta-neutral portfolio across sectors, aiming for high-quality, risk-adjusted returns through a blend of deep fundamental research and quantitative modeling. Their portfolio shows substantial diversification, including allocations to large-cap equities and ETFs, with an emphasis on generating consistent performance regardless of broader market movements.
Top Holdings
Equity Positions (641)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.64% | $746.8M | 1,314,745 | $530.36 | $568.03 | +$276.5M |
G GD | GENERAL DYNAMICS CORP | 1.34% | $178.1M | 610,549 | $272.58 | $291.66 | -$8.1M |
G GOOGL | ALPHABET INC | 1.29% | $171.3M | 971,820 | $176.23 | $176.23 | +$171.3M |
A AMZN | AMAZON COM INC | 1.20% | $159.1M | 725,044 | $195.35 | $219.39 | +$45.2M |
B BRO | BROWN & BROWN INC | 0.96% | $126.9M | 1,144,514 | $110.87 | $110.87 | +$126.9M |