Investing Strategies
We invest by first principles with a focus on core Quality - the durable economics inside a business. What we call CoreQ™. Within this frame from our strategies range from diversified index-style implementations to concentrated high-conviction ones.
Consistent research, different applications.
Indexed Quality
A “better index” approach consisting of highly diversified long-only portfolios of top ranking companies in our CoreQ™ assessment.
Concentrated Quality
Focused allocations to the highest conviction opportunities meeting our CoreQ™ criteria.
Institutional Quality
Long/Short Quality as well as industry or geographically focused applications of Concentrated Quality.
Diversified Strategies
Indexed Quality
A first principles approach, applied through an indexing methodology
Our Indexed Quality strategy is built to deliver the broad, durable exposure investors expect from an index—while seeking to improve its underlying quality. We construct highly diversified, long-only portfolios by systematically selecting companies that rank highest in our CoreQ™ assessment, which is designed to identify businesses with strong fundamentals and resilient economics.
The result is an equity portfolio that aims to participate in long-term market growth, but with a deliberate tilt toward companies we believe are better positioned to compound value through a full cycle.
Concentrated Strategies
Concentrated Quality
Concentrated portfolios of the highest quality companies within our CoreQ™ methodology.
Our Focused strategy is a high-conviction, long-only portfolio built for investors who want an active approach anchored in fundamental quality. Rather than owning a broad basket of names, we concentrate capital in a smaller set of opportunities that score exceptionally well in our CoreQ™ assessment and that we believe offer the most compelling combination of business durability and attractive long-term return potential.
Each position is selected intentionally, sized with discipline, and continuously monitored—aiming to build a portfolio that reflects our best ideas while remaining grounded in a consistent, repeatable research process.
Institutional and Private Wealth
Long / Short Quality
A market-aware, long/short strategy that pairs a CoreQ™-driven long basket of the highest-ranking companies with a short basket of the lowest-ranking companies.
Our Long/Short Quality strategy applies the CoreQ™ framework on both sides of the book—building a long portfolio of the highest-ranking companies and pairing it with a short portfolio of the lowest-ranking companies as identified by our methodology. We also deploy this same long/short toolkit in industry- and geography-specific mandates, where we concentrate on the strongest and weakest companies within a defined universe (e.g., a sector, sub-industry, or region).
The objective is to emphasize quality dispersion while seeking to reduce broad market dependence, with risk managed through position sizing, factor and exposure monitoring, and portfolio construction constraints. This approach is generally intended for accredited and institutional investors given the additional risks and complexities of short selling.
Limited Partnerships
New West Partners II
a performance-fee only limited partnership focused on Quality and Special Situations investing
The New West Partners II fund is our legacy, accredited-investor offering, built around a simple premise: public equities should be underwritten with the same discipline as a private acquisition. We seek to purchase quality businesses with superior economic characteristics when we believe their market price implies a meaningful discount to intrinsic value, treating each position as an ownership stake rather than a tradable ticker.
Alongside this quality-and-value foundation, we actively pursue corporate actions—situations where returns are driven less by broad market flows and more by identifiable catalysts such as mergers, recapitalizations, liquidations, restructurings, and related legal or managerial processes. These event-driven opportunities can introduce a more defined path—and often a more defined timetable—to value realization.
The strategy is offered with a performance-only fee structure, aligning incentives directly with outcomes.
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Alternatively, any inquiries can also be sent to info@newwestcap.com