Saybrook Capital /nc
Saybrook Capital is an independent investment counsel and management firm headquartered in Winston-Salem, North Carolina. Founded in 1976, it is owned by Scott Hirsch and Luke Babcock. The firm is a Registered Investment Adviser that specializes in personalized investment management, original research, and undivided client attention. Saybrook serves a select group of individuals, families, and institutions, focusing on long-term capital appreciation and principal preservation, particularly through market downturns. The firm has maintained a modest organizational size to ensure concentrated asset management, with reports suggesting the core Winston-Salem office consists of a small staff. It also maintains offices in Sag Harbor, NY and New York, NY.
Investment Strategy
Saybrook Capital’s strategy is centered on two major elements: identifying companies with superior secular growth prospects that can be sustained for three to five years, and investing only when these equities are truly undervalued according to strict valuation disciplines. The firm avoids crowded trades and emphasizes original research alongside the search for undervalued growth. It aims to achieve real rates of return well in excess of inflation while preserving principal during volatile periods, often holding cash or avoiding volatile sectors. Their philosophy focuses on long-term capital expansion, building deep client relationships, and managing assets for stability and above-benchmark performance over multiple market cycles.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Berkshire Hathaway Inc Cl B | 13.64% | $52.2M | 103,810 | $168.18 | $502.74 | +$3.3M |
G GOOG | Google Inc Cl C | 11.41% | $43.7M | 179,370 | $36.78 | $243.55 | +$11.6M |
G GOOGL | Google Inc. Cl A | 10.18% | $38.9M | 160,208 | $48.27 | $243.10 | +$10.7M |
A AAPL | Apple Inc. | 10.06% | $38.5M | 151,259 | $23.65 | $254.63 | +$7.4M |
V V | Visa Inc | 5.61% | $21.5M | 62,898 | $75.23 | $341.38 | -$832.5K |