Focused Compounding Fund, LP
I. Basics
Focused Compounding Fund, LP is a Dallas based hedge fund managed by Focused Compounding Capital Management, LLC, formed in 2019 as a Delaware limited partnership. It specializes in concentrated, long term investments in under followed equities, with its general partner led by Geoff Gannon (Portfolio Manager) and Andrew Kuhn (Managing Member) since 2020. The fund invests a limited number of high quality businesses characterized by durable advantages and consistent cash flow generation.
II. Letters & Presentations
Letters
Parks America, Inc - 28-Jan-2020 | 8-Jan-2024 | 2-Apr-2024 | 23-May-2024 | 23-May-2024
III. Significant companies
Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.
This post is for paying subscribers only
Subscribe to continue reading