Forest Hill Capital, LLC

Forest Hill Capital manages roughly $249 million for a concentrated client base (four clients) through a private pooled vehicle (a Delaware limited partnership) and separately managed accounts. Its clients include high‑net‑worth individuals as well as institutional investors such as foundations, endowments and pension funds, and investment subscriptions are limited to accredited investors and qualified clients.

The firm pursues a long‑biased, long/short U.S. equity strategy grounded in fundamental, value‑oriented research and tactical portfolio exposure management, using tools such as hedging, short selling and options. Accounts are managed on a discretionary basis and, notably, the firm may employ borrowing in separately managed accounts to finance positions or enhance exposure.

Forest Hill both serves as general partner and investment manager to its pooled vehicle while also providing tailored portfolio management for individual and institutional separate accounts, and it discloses performance results publicly. The adviser commonly charges performance‑based fees across its client arrangements and maintains a highly concentrated asset base; its brochure also discloses that the firm’s private fund will cease operations on March 31, 2026.