Our Family's Legacy And Future
A hedge fund built to last
Northmont Capital Management was founded over 30 years ago to manage the wealth of our family for decades to come. We have proudly served three generations of our family and opened up our funds to external investors for the first time in 2024.
We apply our family stewardship to all clients and invest for durable absolute returns. In a crowded investment landscape, we strive to invest away from the herd. We go where other won't, so we can perform like others can't. Most hedge funds shutter after 5-6 years, while we have endured for decades.
Our Strategies
Global Macro
A top-down, "go anywhere" strategy seeking to profit from macroeconomic imbalances and geopolitical events by taking long and short positions across equities, fixed income, currencies, and commodities worldwide. Northmont's approach combines discretionary judgment with systematic signals and focuses on big-picture themes such as interest rate movements, inflation trends, central bank policy, and cross-border capital flows.
Long/Short Equity
Our bottom-up, fundamental research drives buying stocks expected to appreciate and selling short stocks expected to decline, aiming to generate alpha from stock selection on both sides of the portfolio . The strategy typically maintains a net-long bias and offers lower sensitivity to broad equity market movements compared to long-only approaches, providing an element of downside hedging when markets decline.
Private Credit
Northmont provides direct lending and structured credit solutions to borrowers, typically real estate developers and middle-market companies, that are underserved by traditional banks. The strategy pursues senior secured structures at attractive yields with contractual cash flows and downside protection through covenant structures, low LTVs, and modest durations. Our loan portfolio spans across the entire United States.
Fund of Funds
We maintain close relationships with hundreds of other hedge funds and alternative asset managers. Northmont selectively allocates capital to a list of marquee managers that pursue alternative strategies outside of Northmont's internal offerings, notably equity market neutral, statistical arbitrage, event-driven, and private infrastructure. This structure provides our investors with broader returns streams and overall portfolio level diversification.
Our Firm By The Numbers
53
Households Invested
$130 Million
Assets Under Management
33
Years in Business
Our Strategic Advantage
Aligned Incentives
Our management team has over 90% of our net worth invested in our funds and more than 70% of our capital is sourced from direct relatives. We have significant "skin in the game" and share the same incentives as our investors.
Patient Capital
Most of our capital is being grown to provide our family with generational wealth. This multi-decade investment horizon enables Northmont to pursue long-term investment theses while investing with prudence and patience.
Flexible Mandate
Our investors don't care about Sharpe ratios, style boxes, volatility, etc. They are real people who need absolute returns to grow their wealth. Our strategies are calibrated to generate profits across cycles via an unconstrained mandate.
Differentiated Portfolios
Our portfolios look nothing like major indices or other hedge funds. We avoid crowded, popular trades and prefer to invest in unique opportunities with a contrarian mindset. Differentiated returns require a differentiated portfolio.
How We Help Investors
Diversification
Most people have their 401(k) or IRAs heavily invested in index funds and are unaware of how concentrated they are in the "Magnificent 7" stocks. If those positions crash, there is nowhere else to run for these investors. We deliberately avoid this crowded positioning to diversify our clients' portfolios and provide them with other opportunities. You should not be paying someone fees for portfolios reliant on NVIDIA, Microsoft, Apple, etc.
Strategic Access
Most individual investors don't have access to invest with leading hedge funds or asset managers. Our founding mission is to provide institutional grade, alternative investment strategies to individual investors so that they too can benefit from these techniques and tools. We achieve this by providing our own in-house investment offerings and combining that with allocations into other third-party managers.
Lower Fees
High net worth individuals with access to invest in hedge funds quickly learn that they end up paying excessively high fees and are often unable to take their money out for extended periods of time. We charge heavily discounted fees compared to industry norms and provide numerous liquidity arrangements for investors to satisfy their capital needs. As a family business, our investors' needs come first.
