Guardian Point Capital, Lp

Guardian Point Capital, LP is an investment adviser registered with the SEC, established in January 2012 and based in Charlottesville, Virginia. The firm specializes in providing investment advisory services on a discretionary basis to a private pooled investment vehicle known as the Fund. Guardian Point employs a fundamental, research-based long-short equity investment strategy focused on investing in securities believed to be mispriced. As of December 31, 2024, the firm managed $840,965,398 in client assets on a discretionary basis. For compensation, Guardian Point charges a management fee of 1.25% per year based on the value of each investor's capital account in the Fund, with adjustments for contributions and withdrawals. Additionally, the firm is entitled to receive performance-based compensation in the form of an incentive allocation equal to 10% of total net profits allocated to each limited partner's capital account, subject to a loss carryforward provision. Guardian Point acts with investment discretion, making determinations on securities transactions, broker selection, commission rates, and prices without client consultation. The firm also votes proxies on behalf of the Fund in the best economic interest of the client. Clients receive reports as per the Fund's offering documents, and Guardian Point maintains custody as the general partner of the Fund. The firm's investment strategy involves risks such as management risk, short sale risk, options risk, leverage, and market risk, among others.