Forest Hill Capital's Return, AUM, and Holdings (PART II)
Forest Hill Capital's most valuable position at the end of fourth quarter of 2018 was in Sprott Physical Gold Trust (NYSE:PHYS), a closed-end mutual fund trust.
Founded in 2000 by Mark Lee, Forest Hill Capital is an Arkansas-based hedge fund manager specializing in long-biased, value-based equity investments. The firm manages internal partner capital alongside a select group of investors, providing services to clients worldwide.
Mark Allen Lee has served as Forest Hill Capital's President & Chief Investment Officer since its inception. He currently holds the position of Director at Baptist Health Systems Foundation. Previously, Mr. Lee held directorial roles at Superior Bancorp (Alabama) from 2008 to 2010 and at Superior Bank, NA (Tampa, Florida). He earned his undergraduate degree from the University of Mississippi in 1981.
Forest Hill Capital is a hedge fund managing $258,222,212 in discretionary assets, as reported in their Form ADV dated March 30, 2024. The firm serves 7 clients and reported $116,173,226 in managed 13F securities for Q1 2024, with a top 10 holdings concentration of 66.61%. Forest Hill Capital's largest holding is 1,448,500 shares of Sprott Physical Gold Trust.
