Beechwood Value Capital, LLC

Beechwood Value Capital, LLC acts as the discretionary investment manager for Beechwood Value Capital Fund, LP, a privately offered Delaware limited partnership that accepts only accredited, “qualified” U.S. investors as limited partners; the adviser provides portfolio management, investment selection and related research for the pooled vehicle rather than individualized client accounts and operates with quarterly withdrawal dates and a one‑year lock‑up provision. The partnership structure and investor eligibility requirements mean services are directed to a small group of institutional/high‑net‑worth limited partners rather than retail clients.

The firm’s stated investment approach is a concentrated, value‑oriented long equity strategy focused on small‑ and mid‑capitalization companies globally, using proprietary quantitative screens, fundamental analysis and discounted cash‑flow modeling to identify securities trading below intrinsic value; positions are generally held for the long term with limited turnover but the manager may employ short‑term trades when opportunities arise. The manager also uses derivative instruments for hedging and implements option strategies (including writing puts) and may allocate to non‑leveraged ETFs, fixed income and other asset classes as opportunities meet its investment standards.

A feature that distinguishes this manager from many peers is its fee structure: the adviser does not charge a percentage‑of‑AUM management fee and instead takes a 20% performance allocation subject to a 6% cumulative hurdle and a high‑water mark, with an initial one‑year exempt performance period and annual accruals (and allocations payable on withdrawals). The firm also runs a single pooled vehicle with relatively modest assets under management and emphasizes a concentrated, performance‑driven arrangement combined with option‑based hedging, which is atypical for similarly sized state‑registered investment managers.