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PH

Patrick Halfmann

Investment Analyst at Hudson Way Capital Management LLC

Dallas, TX , United States

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

OrganizationRoleDate RangeDetails
Hudson Way Capital ManagementInvestment AnalystOct 2024 to Present
Inclusive Capital PartnersPartnerJul 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 PartnersVice PresidentAug 2020 to Jul 2021
GreenStruxureBoard MemberAug 2020 to Dec 2023
NoodleBoard MemberApr 2020 to Dec 2023
AppHarvestBoard DirectorMar 2022 to Sep 2022
Member of Audit and Sustainability Committees
ValueAct CapitalAssociateJul 2019 to Jul 2020
Left with team to become a founding investment team member of Inclusive Capital Partners
Morgan StanleyAssociate, Investment BankingAug 2018 to Jun 2019
Helped utility, power, and clean tech clients raise capital and evaluate strategic alternatives
Morgan StanleyAssociate, Credit Trading AnalyticsJul 2017 to Jul 2018
Covered investment grade and high yield issuers across merchant power and metals/mining as a desk analyst
Morgan StanleyAnalyst, Equity ResearchJun 2015 to Jul 2017
Covered information services companies
KPMG Corporate Finance LLCAssociateJun 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

Microsoft Word
Financial Analysis
Business Analysis
Equity Research

Others at Hudson Way Capital Management LLC (1)

NameRoleLocation
Jared Lubetkin
Jared Lubetkin
PartnerDallas, TX , United States

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