Strategies

Our Philosophy

The members of our team share a common investment philosophy and execute that philosophy in a disciplined manner. We apply a classic value investment style focused on solid companies whose stock is being temporarily overlooked by the market. The strategy emphasizes companies with higher returns on capital, free cash flow, and strong balance sheets. Often these companies dominate industries with high barriers to entry, and—as a result—can generate higher returns over time.

Our Investment Process

We believe that leading businesses selling at a discount to fair value have the potential to generate excess returns.

buy_sell_chart

Our Strategies

Small Cap Value

R. Todd Vingers, CFA
team-vingers
Jay C. Willadsen, CFA
team-wiladsen
Strategy Inception

7/1/2002

Strategy AUM

$1.5B as of 12/31/2023

Vehicles Offered

Separate account, mutual fund*, SMA wrap, model delivery

fact sheet
commentary

Mid Cap Value

R. Todd Vingers, CFA
team-vingers
Jay C. Willadsen, CFA
team-wiladsen
Strategy Inception

10/1/2005

Strategy AUM

$1.3B as of 12/31/2023

Vehicles Offered

Separate account, mutual fund*, SMA wrap, model delivery

fact sheet
commentary

SMID Value

R. Todd Vingers, CFA
team-vingers
Jay C. Willadsen, CFA
team-willadsen
Strategy Inception

12/28/2017

Strategy AUM

<$1M as of 12/31/2023

Vehicle Offered

Separate account

fact sheet

*Currently offered to investors through the Touchstone Small Cap Value Fund (TVOIX, TVOCX, TVOYX, and TVOAX) and the Touchstone Mid Cap Value Fund (TCVIX, TMFCX, TCVYX, and TCVAX). Touchstone Small Cap Value Fund and Touchstone Mid Cap Value Fund are distributed by Touchstone Securities, Inc. (the “Distributor”). The Distributor may enter into arrangements with banks, broker-dealers, and other financial intermediaries through which investors may purchase or redeem shares. The Distributor is not affiliated with Leeward Investments, LLC (“Leeward”). Leeward sub-advises the Touchstone Small Cap Value Fund and Touchstone Mid Cap Value Fund. For more information, please refer to the funds’ prospectus, and SAI which can be found on the Touchstone Investments website: https://www.touchstoneinvestments.com.

Contact Leeward Investments

Learn more about our strategies and services.

Phone

617-468-6700

Email

info@leewardinvest.com

Headquarters

201 Washington Street
29th Floor
Boston, MA 02108