Garden Investment Management, L.P.
Garden Investment Management, L.P. is a newly established investment advisory firm headquartered in Greenwich, Connecticut, United States. Founded in 2024 by Ed Garden, Chad Fauser, and Brian Jacoby, the firm operates as an SEC-registered investment adviser. It serves institutional and high-net-worth clients, focusing on public equity markets and offering asset management and advisory services. Garden Investment Management currently manages a concentrated portfolio and maintains a lean organizational structure.
Investment Strategy
Garden Investment Management, L.P. employs a highly concentrated, value-driven investment strategy focused primarily on public equity markets. The firm seeks to identify and invest in quality companies with strong fundamentals, often taking significant positions in a small number of core holdings. Their approach leverages deep fundamental analysis, a long-term perspective, and active engagement with portfolio companies to drive value and generate superior returns for clients.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MIDD | MIDDLEBY CORP | 100.00% | $471.9M | 3,276,834 | $146.62 | $144.00 | +$71.3M |