Charles Hoeveler founded Norwood Investment Partners and previously worked as a Senior Research Analyst at Lazard Asset Management and Nicholas Applegate Capital Management. He earned a BA in Economics from Stanford and an MBA from UCLA.
Norwood Investment Partners is a concentrated, primary-research-focused investment firm founded in 2011. It uses long-only and long/short strategies to invest in small- and mid-cap developed markets, targeting capital-light service and sticky, profitable enterprise software companies with high long-term returns on invested capital.
The company uses a repeatable primary research process to identify durable competitive advantages and builds differentiated financial models over three-year periods.
The company uses a repeatable primary research process to identify durable competitive advantages and builds differentiated financial models over three-year periods.