Simcoe Capital Management’s Top Stock Picks
Simcoe Capital Management was founded in 2003 by Jeffrey Jacobowitz. He remained the fund’s Managing Partner and Portfolio Manager, and is also the manager and founder of Simcoe Partners. Mr.
Established in January 2003, Simcoe Capital Management is a New York-based hedge fund manager that focuses on U.S. equity and equity-related securities of small- and mid-cap companies. The firm’s long-biased approach primarily targets companies with discretionary free cash flow, experienced management, and low valuations. Additionally, Simcoe invests in companies undergoing non-traditional conditions such as spin-offs and post-bankruptcy situations.
Jeffrey Jacobowitz, the founder of Simcoe Capital Management, has a notable career in investment and financial management. He is currently an Independent Director at Donnelley Financial Solutions, Inc. and has previously served in various directorial roles, including at Exar Corp., Telular Corp., and Alloy, Inc. Jacobowitz was also a Managing Director at Robotti Securities LLC and has held analyst positions at Private Capital Management LLC, Robotti Securities LLC, and Naples Capital Advisors, Inc. He began his career as a Senior Accountant at Deloitte & Touche LLP. He holds an undergraduate degree from the University of Maryland Baltimore County.
Simcoe Capital Management has 4 clients and discretionary assets under management (AUM) of $892,830,327 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $755,748,890 in managed 13F securities, with a top 10 holdings concentration of 92.73%. Simcoe Capital Management’s largest holding is Asbury Automotive Group, Inc., with 643,972 shares.
