Leeward Investments

Leeward Investments, LLC is a SEC-registered investment adviser based in Boston, Massachusetts. Established in 2022, the firm specializes in Small Cap, Mid Cap, and Small-Mid Cap Value Strategies, focusing on companies with strong fundamentals and solid balance sheets. Leeward emphasizes risk-adjusted returns and incorporates environmental, social, and governance (ESG) factors in its investment analysis to mitigate risk. The firm offers advisory services to various clients, including individuals, high net worth individuals, trusts, and institutional investors. Leeward manages approximately $2.8 billion in assets under management, with discretionary assets totaling around $2.1 billion. The firm's fee structure ranges from 0.55% to 1.00% for separately managed accounts, and fees are calculated quarterly based on assets under management. Leeward participates in wrap fee advisory programs and model portfolio programs, providing investment advisory services on a discretionary basis. The firm acts as a sub-adviser to registered mutual funds and follows a Code of Ethics to ensure fair treatment of all clients. Leeward does not charge performance-based fees and exercises investment discretion for client accounts. The firm has a comprehensive proxy voting policy and a disaster recovery plan in place. Leeward complies with the Global Investment Performance Standards (GIPS®) and has been independently verified for its performance. Clients can request additional information on the firm's policies and procedures, including privacy and security measures.