1. 02.27.2018

    Stride Capital Group Advances Investment in LRV Capital

    Stride Capital Group Advances Investment in LRV Capital BusinessWire – February 27, 2018 Following its original seed investment in LRV Capital Management, LLC (“LRV”), Stride Capital Group, LP (“Stride”) today announced the successful transition of the LRV team to Lazard Asset Management LLC (“LAM”). Stride’s capital and substantially all client assets previously managed by LRV […] read more


  • North Elm Capital

    Funded by Stride in February 2015


North Elm engages in cross-capital structure research targeting equity and credit investments in companies undergoing balance sheet transformations.

A significant structural gap exists between debt and equity markets, created by differences in fund mandates, firm organization, and analyst training.  Equity investors often misunderstand the impact balance sheets can have on shareholder value, and credit investors often understand balance sheet implications but cannot invest in equities.

North Elm focuses its research on balance sheet transformations that equity markets are often ill-equipped to assess, particularly in their early stages.  North Elm uses cross-balance sheet research to identify long and short investments, most often in equities.  The result is a portfolio of names uncommon to other hedge funds.

Founder and Portfolio Manager David Rockwell has 15+ years of cross-capital structure investment experience as co-PM of Tiger-backed North Oak, with prior roles at King Street, General Atlantic, Blue Ridge, and Morgan Stanley M&A.

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