Forest Hill Capital, LLC

Forest Hill Capital, LLC, established in 2000 and registered with the SEC since 2004, manages approximately $146,685,077 in regulatory assets under management as of December 31, 2024. Specializing in long/short equities, the firm serves a diverse clientele including foundations, pension funds, high net worth individuals, and family offices. Forest Hill offers discretionary investment management services tailored to client needs, following strategies outlined in private placement memoranda or managed account agreements. The Forest Hill Select Strategy, implemented through Forest Hill Select Fund, L.P., focuses on long/short equity investments in US-based companies. Fees are generally non-negotiable, with Forest Hill charging a management fee of 1.5% annually and a performance-based profit allocation of 20%. The firm does not participate in wrap fee programs. Forest Hill's investment philosophy emphasizes fundamental research, value-based investing, and risk management. Clients have the option to invest in separately managed accounts with negotiable fees. Forest Hill acts as a fiduciary, maintaining high ethical standards and compliance with SEC regulations. The firm exercises investment discretion, regularly reviewing client accounts and voting proxies in the best interests of clients. Forest Hill's brokerage practices prioritize best execution and research benefits, with soft dollar arrangements in place. The firm does not have a history of disciplinary actions and maintains custody of client assets through qualified custodians. Forest Hill's financial stability ensures its ability to manage client accounts effectively.