Hedge Fund - Norwood Investment Partners

Charles H. Hoeveler Bio, Returns, AUM, Net Worth

Founded in Q1 of 2011 by Charles Hoeveler, Norwood Investment Partners is a California-based hedge fund management firm. In June 2011, the firm launched Norwood Capital Partners, an opportunistic, value-based long/short investment fund.

Charles H. Hoeveler serves as a Portfolio Manager at Norwood Investment Partners LP. Previously, Mr. Hoeveler held positions as an Analyst at Lazard Asset Management LLC and an Investment Analyst at Nicholas-Applegate Capital Management. His career includes roles at Cash Reserve Fund, Inc., Causeway Capital Management LLC, and Security Capital Group, Inc. Mr. Hoeveler earned a Bachelor of Arts degree in Economics from Stanford University and completed an MBA in Investment Finance at the University of California, Los Angeles.

Norwood Investment Partners is a hedge fund managing $181,835,617 in discretionary assets under management as reported in their Form ADV dated March 2024. Their Q1 2024 13F filing revealed $156,554,058 in managed 13F securities, with a concentrated top 10 holdings representing 94.04%. The firm's largest position is in Distribution Solutions Group Inc., holding 880,353 shares.

Charles H. Hoeveler
Fund Profile
Filing Period:
Fund Name: Norwood Investment Partners
Manager Charles H. Hoeveler
Portfolio Value $148,208,352
Change This QTR +0.95%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. DSGR 792,584 $30,522,410 -2% 20.59%
2. APG 890,901 $29,417,551 +26% 19.84%
3. ALIT 2,702,867 $20,001,216 -2% 13.49%
4. PAR 257,800 $13,426,224 +23% 9.05%
5. IMXI 666,532 $12,324,177 8.31%