Marlowe Partners is a New York-based hedge fund founded in February 2013 by veterans from Appaloosa Management and Soros Fund Management. Specializing in global equity and credit securities, Marlowe focuses on undervalued companies benefiting from market trends. With a strong emphasis on value investing and minimal leverage, Marlowe maintains a concentrated portfolio where its top ten investments typically comprise 60-95% of assets.
David Steinberg serves as Co-Founder, Managing Partner, and Chief Investment Officer at Marlowe, where he oversees all investment vehicles and contributes to the Firm’s Investment and Risk Committees. Before co-founding Marlowe, Mr. Steinberg held a senior analyst role at Soros, specializing in sourcing, investment analysis, and refining the investment process for the firm’s concentrated strategy team. Mr. Steinberg holds a B.A. with honors in Ethics, Politics & Economics from Yale University, a Masters in Development Studies from Cambridge University as a Commonwealth Scholar, and an MBA from Stanford University. Originally from Montreal, Canada, he is fluent in French.
Eric Udoff serves as Partner & Co-Chief Investment Officer at Marlowe Partners LP, where he directs all Marlowe-managed vehicles and contributes to the Firm’s Investment and Risk Committees. Before co-founding Marlowe, he spent seven years at Appaloosa Management, a prominent global equity and credit investment firm, where he reported directly to the founder. At Appaloosa, Mr. Udoff specialized in equity, distressed credit, and special situation investments. Mr. Udoff earned a BS in Applied Economics and Management magna cum laude from Cornell University.
Marlowe Partners is a hedge fund managing $53,888,055 in discretionary assets as of their Form ADV dated May 2024, serving 3 clients. In their latest Q1 2024 13F filing, they disclosed $38,011,374 in managed 13F securities, with a top 10 holdings concentration of 100.0%. Their largest holding is Topgold Callaway Brands, with 597,837 shares held.
| Fund Name: | Marlowe Partners |
| Manager | David Steinberg And Eric Udoff |
| Portfolio Value | $26,107,102 |
| Change This QTR | +0.73% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | FRPT | 76,003 | $10,394,930 | +6% | 39.81% | ||
| 2. | LRCX | 83,730 | $6,833,038 | +8% | 26.17% | ||
| 3. | MODG | 215,528 | $2,366,497 | -62% | 9.06% | ||
| 4. | VLTO | 15,919 | $1,780,699 | 6.82% | |||
| 5. | POOL | 4,610 | $1,737,048 | +40% | 6.65% |
