Phase 2 Partners - aVenture Asset Manager Research
Location
San Francisco, CA, US
Founded
2019
Phase 2 Partners is a fundamentals-driven long-short hedge fund specializing in the financial services industry. The firm focuses on financials, fintech, insurance, and housing sectors, leveraging its expertise to identify mispriced public equities and invest in high-quality companies benefiting from secular trends.
The firm's portfolio includes notable companies such as Finexio, Transparent Health Marketplace, and Trumid. Phase 2 Partners' team consists of seasoned investment professionals with dedicated expertise in their target sectors. Their investment approach combines in-depth industry knowledge with a value-oriented strategy to capitalize on market opportunities.
Phase 2 Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies3
Current Portfolio Count3
Top Investment Stages
Series C1 (100.0%)
Stage Mix
Series C 100%
Concentration shown as share of disclosed investments by stage.