Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015.
The partnership uses a fundamental investment strategy as a “quality over quantity” approach to identifying and evaluating great businesses. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.
"If you need a friend in the market, then get a dog...it's trench warfare out there Sport and in here too..."
"The most valuable commodity I know of ... is information."
"Greed, for lack of a better word, is good. Greed is right, greed works. Greed clarifies, cuts through, and captures the essence of the evolutionary spirit..."
"What's worth doing is worth doing for money..."
- Gordon Gekko
"The Art of Speculation, like the Art of War, is all about Preparation.
Especially once the dogs are unleashed." - Get a Dog ... of War