Established in Q2 of 2019, Masterton Capital Management is a New York-based hedge fund manager led by Steve Mykijewycz, who brings over 11 years of experience in real estate and consumer investments from his tenure at Viking Global Investors. The firm specializes in fundamental long-short investing in public equities within the Real Estate and Consumer sectors. Masterton's real estate coverage spans REITs, homebuilders, building products, hotels, casinos, restaurants, retailers, and related industries.
Stephen Michael Mykijewycz is the founder and current Chief Executive Officer & Chief Investment Officer of Masterton Capital Management LP. Stephen has steered Masterton towards specializing in strategic investment opportunities within the real estate and consumer sectors. Under his leadership, the firm has built a reputation for leveraging fundamental analysis to execute long-short strategies in public equities, focusing particularly on REITs, homebuilders, building products, hotels, casinos, restaurants, retailers, and related industries.
Masterton Capital Management is a hedge fund managing discretionary assets totaling $349,096,699, as disclosed in their Form ADV on March 2024. Serving three clients, the firm’s latest 13F filing for Q1 2024 reported $127,588,268 in managed 13F securities, with a top 10 holdings concentration of 88.32%. Masterton Capital Management's largest holding is 440,824 shares of National Retail Properties, Inc.
