Stonehurst Capital Management, LLC

Stonehurst Capital Management provides discretionary managed account services to high net worth individuals and to institutional entities such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Services include preparing an Investment Policy Statement, asset allocation and selection, portfolio construction, and ongoing portfolio monitoring executed under discretionary authority.

The firm’s investment approach is a proprietary fundamental value framework that systematically ranks and value-weights companies and combines bottom-up stock selection with both long and short positions; portfolios may be hedged using derivatives such as options and futures. Stonehurst also pursues short-term opportunistic opportunities (for example, arbitrage or individual security mispricing) alongside a medium- to long-term value orientation and documents client risk tolerance in each Investment Policy Statement.

Noteworthy characteristics include a very small, solo-advisor practice with a limited client roster and an explicit focus on high net worth clients while not serving non‑HNW individual clients, a mix that is uncommon among peers. The firm encourages use of a particular custodian, accepts soft-dollar research and services from custodians, operates with full trading discretion but does not accept proxy voting, all of which are operational features and potential conflicts of interest clients should consider.