Hudson Executive Capital LP
Hudson Executive Capital LP is a hedge fund based in New York, NY, founded in 2015. The firm was established to pursue value-oriented, event-driven investing, typically targeting public companies and working collaboratively with management and boards. Hudson Executive Capital is led by experienced professionals with backgrounds in banking and investment management. The firm is relatively small, with a core team of investment professionals, and serves high net worth individuals, institutions, and sophisticated investors.
Investment Strategy
Hudson Executive Capital LP employs a value-oriented, event-driven investment strategy, often seeking to invest in publicly traded companies where it believes that constructive engagement with management and boards can enhance shareholder value. The firm identifies opportunities where strategic, operational, or capital structure initiatives could unlock value, and it is known for taking activist positions in select cases. The approach combines deep fundamental research, active portfolio management, and collaborative engagement to drive both absolute and relative returns for its investors.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CTLP | CANTALOUPE INC | 75.47% | $101.9M | 9,270,694 | $11.76 | $10.99 | +$28.9M |
T TALK | TALKSPACE INC | 20.17% | $27.2M | 11,340,600 | $7.67 | $2.78 | +$2.2M |
L LSYN | LIBERATED SYNDICATION INC | 4.36% | $5.9M | 412 | $3.66 | $3.75 | -$11.4K |