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Jeremy Kahan

Jeremy Kahan

Portfolio Manager at North Peak Capital Management, LLC

New York, NY , United States

About

Jeremy Kahan is the Managing Partner at North Peak Capital Management, LLC, a New York-based hedge fund he co-founded in 2015. In his current role, he oversees portfolio management and investment strategy, focusing on long/short equity across small- and mid-cap public equities, with a concentrated approach toward undervalued companies that have medium-term potential to enhance shareholder value.

Kahan specializes in sectors and asset classes within the U.S. small- and mid-cap public equity markets, managing primarily long-biased portfolios. North Peak Capital's holdings often reflect a preference for companies in hospitality and timeshare (notably Hilton Grand Vacations), as well as other sectors presenting value and event-driven opportunities.

Previously, Jeremy was the founding analyst at Bow Street, a Blackstone-seeded, event-driven hedge fund, and held investment roles at MSD Capital (the private investment firm for Michael Dell and his family) and PricewaterhouseCoopers' Transaction Services Strategy Group. He holds an M.B.A. from Harvard Business School and a B.A., cum laude, in Political Science from Yale University, reflecting strong analytical and investment expertise honed across leading financial institutions.

Career History

OrganizationRoleDate RangeDetails
North Peak CapitalPortfolio ManagerJul 2015 to Present
North Peak CapitalPortfolio ManagerJul 2015 to Present
Bow Street LLCAnalystMay 2011 to Jul 2015
MSD CapitalSenior AssociateMar 2008 to May 2011
PwCSenior AssociateJan 2004 to Jan 2006

Education

Harvard Business School

Master of Business Administration (MBA)

2008 2010

Yale University

Bachelor of Arts (B.A.)

2000 2004

Others at North Peak Capital Management, LLC (1)

NameRoleLocation
M
Michael Kahan
PartnerNew York, NY , United States