Stony Point Capital

Stony Point Capital primarily manages pooled investment vehicles in a master‑feeder structure and provides discretionary portfolio management to a limited number of separately managed accounts, overseeing roughly $1.5 billion in regulatory assets. Its investor base includes institutional and sophisticated investors—endowments, foundations, insurance companies, funds of funds and high‑net‑worth individuals—and, as disclosed in the brochure, it also serves pension/profit‑sharing plans and sovereign wealth funds, which are less common for firms of this type.

The firm employs a thesis‑driven, long/short equity strategy focused on technology and consumer‑facing companies, with particular emphasis on small‑ and medium‑capitalization businesses; research includes bifurcating candidate companies into potential “winners” and “losers” and hands‑on product testing by staff. The brochure describes a flexible investment authority that allows opportunistic use of options, swaps, other derivatives and leverage for investment and hedging purposes, and notes that certain separately managed accounts may also engage in borrowing and derivatives strategies.

Distinctive operational disclosures in the brochure include an incubator personal account overseen by the principal that pursues a modified strategy and may have its performance presented externally, and an explicit acknowledgement that predecessor performance may be advertised in some contexts. The firm also manages clients side‑by‑side under written allocation and aggregation procedures and provides regular investor reporting (monthly fact sheets, quarterly letters and audited annual statements) intended to support institutional oversight.