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About
Patrick Halfmann is an Investment Analyst at Hudson Way Capital Management, based in Dallas, TX, where he contributes to the firm’s research, investment selection, and portfolio analysis. His responsibilities center on equity research and identifying opportunities across public markets, with a focus that leverages deep analytical skills to support investment decision-making at a multi-asset alternative manager.
Previously, Patrick served as a Partner and Vice President at Inclusive Capital Partners, a prominent activist and ESG-focused investment firm. He played a key role evaluating listed and private companies, particularly in sectors including environmental solutions, industrials, and energy transition. His earlier responsibilities included directorship and leading due diligence for special situations and shareholder engagement initiatives.
Patrick graduated summa cum laude from the University of Vermont’s Grossman School of Business with a BSBA in Finance, reflecting strong analytical and financial expertise. He is recognized for rigorous investment analysis and sector specialization in sustainability-focused assets and industrial transformation, contributing thought leadership within activist and value-oriented investment communities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hudson Way Capital Management | Investment Analyst | Oct 2024 to Present | — |
| Inclusive Capital Partners | Partner | Jul 2021 to Dec 2023 | Served as a generalist global equities analyst at a long-only, concentrated investment partnership led by ValueAct founder Jeff Ubben |
| Inclusive Capital Partners | Vice President | Aug 2020 to Jul 2021 | — |
| GreenStruxure | Board Member | Aug 2020 to Dec 2023 | — |
| Noodle | Board Member | Apr 2020 to Dec 2023 | — |
| AppHarvest | Board Director | Mar 2022 to Sep 2022 | Member of Audit and Sustainability Committees |
| ValueAct Capital | Associate | Jul 2019 to Jul 2020 | Left with team to become a founding investment team member of Inclusive Capital Partners |
| Morgan Stanley | Associate, Investment Banking | Aug 2018 to Jun 2019 | Helped utility, power, and clean tech clients raise capital and evaluate strategic alternatives |
| Morgan Stanley | Associate, Credit Trading Analytics | Jul 2017 to Jul 2018 | Covered investment grade and high yield issuers across merchant power and metals/mining as a desk analyst |
| Morgan Stanley | Analyst, Equity Research | Jun 2015 to Jul 2017 | Covered information services companies |
| KPMG Corporate Finance LLC | Associate | Jun 2014 to May 2015 | — |
Education
University of Vermont Grossman School of Business
BSBA, Summa Cum Laude, Finance
New Trier Township High School Winnetka
Skills & Expertise
Others at Hudson Way Capital Management LLC (1)
| Name | Role | Location |
|---|---|---|
| Partner | Dallas, TX , United States |
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