Barrier Capital Management, a minority-owned emerging manager located in San Francisco, operates as a financial advisor specializing in a concentrated equities strategy. The firm's primary focus is on delivering long-term capital appreciation, particularly in the global technology, media, telecommunications ("TMT"), and consumer sectors. Utilizing a fundamental, bottoms-up research approach, the team aims to identify investments perceived to be trading significantly below their intrinsic value.
The advisory services offered by Barrier Capital Management encompass portfolio management for pooled investment vehicles, as well as portfolio management for businesses or institutional clients. The fee structure employed by the firm includes a percentage of assets under management, performance-based fees, and performance-based profit allocation.
Christopher B. Kanand currently holds the role of Managing Member at Barrier Capital Management LLC. His prior experiences include serving as an Associate at Arbor Advisors LLC, an Analyst at Cornerstone Research, Inc., and an Investment Analyst at Orbis Investment Management (US) LP. Mr. Kanand earned his undergraduate degree from Stanford University.
Barrier Capital Management functions as a hedge fund, serving a clientele of 2 clients. According to the Form ADV filed on August 2023, the firm reports discretionary assets under management (AUM) totaling $69,008,000. The latest 13F filing for Q3 2023 discloses $82,354,982 in managed 13F securities, featuring a significant top 10 holdings concentration of 76.16%.
