LB Partners LLC

LB Partners LLC is a Virginia-based investment adviser formed in January 2020, principally owned by Charles P. Cocke, Jr. The firm manages private investment funds and may also oversee separately managed accounts. It tailors investment strategies to each client based on their specific mandates and risk profiles, primarily focusing on public equities. LB Partners conducts fundamental, technical, and cyclical analysis using a wide range of information sources, including regulatory filings, company reports, and industry research. Potential conflicts of interest may arise among clients, but the firm retains full discretion to resolve them in line with its fiduciary responsibilities.

Charles P. Cocke

Chas Cocke is the founder of LB Partners and previously co-founded Investure, one of the first scaled OCIO platforms. His career has followed an unconventional path, transitioning from over a decade as an institutional allocator to a dedicated stock picker. At Investure, he built an internal direct investment team before launching his own firm. On the first day of launching LB Partners' flagship fund, he both opened and closed it to new capital. More recently, he developed a digital infrastructure index, now available as an ETF trading under the ticker BYTE.

Letters

Wideopenwest, Inc. - 30-May-2024

Companies with fund stakes involved in activist actions such as 13D filing(s) or proxy campaign(s).