Established in 2017, Alpine Peaks, headquartered in New York, was created with the conviction that concentrated stock-picking within a domain of high-quality small and mid-cap companies, well-known to us, can yield appealing returns over time and throughout market cycles. Operating as generalist investors with no specific industry or benchmark preferences, Alpine Peaks' investments share a consistent emphasis on company fundamentals, complemented by a deliberate risk management framework. The firm adheres to a singular investment strategy, striving to build a straightforward, focused business aligned with the interests of its investors.
Jennifer Ralph Oppold serves as the Portfolio Manager and Founder of Alpine Peaks Capital. She established the firm in 2017, following a decade-long tenure at Select Equity Group, an investment manager with a fundamental focus. Jennifer initiated her career with McKinsey & Company, where she worked from 2001 to 2003, providing strategic advice to multinational corporations on operational efficiencies. In 2001, she earned an AB cum laude from Princeton University. Subsequently, from 2003 to 2007, Jennifer pursued dual degrees at Harvard Business School and Harvard Law School, graduating with an MBA and JD cum laude in 2007. Originally hailing from Salt Lake City, Utah, Jennifer brings a wealth of experience and expertise to her role at Alpine Peaks Capital.
Alpine Peaks adopts a concentrated, long-term investment approach in high-quality small and mid-cap companies with the potential for capital compounding across various business cycles. The firm operates through two strategies: the Alpine Peaks Opportunity Fund, focusing on equity long/short positions, and the Alpine Peaks Long Horizon Fund, which follows a long-only strategy.
Moreover, the Alpine Peaks Opportunity Fund employs a concentrated long/short equity strategy, targeting value opportunities in high-quality small and mid-cap companies capable of compounding capital across business cycles. The fund's investment selection is driven by a rigorous, independent research process that excludes the use of street research. All long holdings must meet stringent quality criteria, encompassing durable growth, attractive margins, high returns on invested capital, limited debt, and robust free cash flow generation. This approach results in a distinct portfolio comprising exceptional companies expected to exhibit resilience throughout market and economic cycles.
Similarly, the Alpine Peaks Long Horizon Fund pursues concentrated investments in high-quality small and mid-cap companies, anticipating capital compounding across diverse business cycles. The fund's investment selection also relies on a thorough, independent research process, excluding the use of street research. This approach yields a unique portfolio of outstanding companies that the firm anticipates will demonstrate resilience across market and economic cycles.
