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John W. Rosenthal Capital Management Inc. ("our Firm") is managed and controlled by John W. Rosenthal, Sr. as Chief Investment Officer. His background, experience and credentials are relevant and very important to the activities he performs for our clients. Our Firm provides investment advisory services to its clients. Specifically, our Firm serves as the exclusive investment advisor for 4 limited partnerships ("the Funds"). At the direction and control of our Firm, the Funds invest primarily in the common stock of community banks located throughout the U.S. as well as cash or cash equivalents. Learn more about our history. Our Firm is regulated by the Secretary of State of Indiana - Securities Division. We file Form ADV Part 1 and Part 2 annually, and you may connect to the links to view our most recent filings. Prospective investors may contact us to receive more information. Of course, our past performance does not guarantee any future results. Our "Investment Philosophy & Approach" is of utmost importance to understanding an investment opportunity with us. In short, this process generally involves 5 pillars: 1) we conduct "quantitative" analysis on prospective investments using FDIC Call Report data as well as other publicly available information on the banking companies we are analyzing; 2) we perform our own "qualitative" due diligence, using written materials and personal meetings with management of the financial institutions we are studying, in an effort to understand the "culture" of the organizations. We are looking for a specific culture at the banks in which we invest that can best be described as a "balanced culture". We believe our approach to this qualitative analysis is unique among investment managers and it is a critical component of our investment decision; 3) we undertake demographic analysis of the markets in which the banking companies we are examining operate; 4) we review current valuation metrics of all prospective investments - looking for the best values available; and 5) we assess management`s openness to a possible change of control.
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Lightspeed is a venture capital firm focused on accelerating disruptive innovations and trends in the Enterprise and Consumer sectors. Over the past two decades, the Lightspeed team has backed hundreds of entrepreneurs and helped build more than 350 companies globally, including Snap, The Honest Company, GIPHY, Nest, GrubHub, StitchFix, Affirm, Nutanix, AppDynamics, and MuleSoft.
Pershing Square Capital Management, L.P is an employee owned hedge fund sponsor. It provides its services to private investment funds. The firm launches and manages hedge funds for its clients. It invests in the public equity markets across the globe. The firm employs long/short strategy to make its investments in value stocks. It employs fundamental analysis to create its portfolio. The firm conducts in-house research to make its investments. Pershing Square Capital Management, L.P was founded in 2004 and is based in New York City.