Bumbershoot Holdings Information

Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015. The partnership takes a “quality over quantity” approach to identifying and evaluating great businesses using a fundamental investment strategy. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.