Hudson Way Capital Management, LLC

Hudson Way Capital Management, LLC is an investment adviser established in June 2014, based in Dallas, Texas. The firm specializes in managing private investment funds, including long-short and long-only strategies. Clients include institutional investors, high net worth individuals, and family offices. The minimum initial investment for the Long Short Funds is $1,000,000, and for the Long Only Funds is $10,000,000, with the ability to waive or lower these minimums. The firm manages over $1 billion in discretionary assets as of January 2025. Hudson Way employs a fundamental-driven research process to identify investment opportunities with a long-term horizon. The firm focuses on cash generation, capital allocation, and investing in businesses with sustainable returns. Investment strategies include long-term investments in U.S.-listed stocks and short-term investments in businesses showing unsustainable high returns. The firm's investment philosophy centers on building conviction in a small number of opportunities. The fee structure includes management fees based on the type of fund and performance-based fees tied to net profits. The firm does not participate in wrap fee programs and has not had any disciplinary actions. Hudson Way has custody of client assets through a qualified custodian and exercises full investment discretion on behalf of the funds. The firm's Code of Ethics emphasizes client interests, compliance with laws, and disclosure of conflicts of interest.