Goodwood Capital Management, LLC is an independent money management firm that provides services to individuals, institutions, family offices, advisors, and foundations. The firm's portfolio managers spent a combined 20 years in the equity hedge fund industry. These experiences in the business since 2002 formed the bedrock of our approach to actively managing stock portfolios and embody in our mission to be Fundamentally Driven and Research Focused.

With offices in Baton Rouge, Louisiana, Goodwood was founded upon the idea of democratizing the equity hedge fund model, which is typically known for deep fundamental stock research, but also high fees. Goodwood began with this core belief by initially offering its Goodwood SMID-Cap Managed Account Portfolio with no performance fees, no capital lock-ups and full transparency. As a natural complement, the firm also offers the Goodwood Preferred Stock Portfolio to appeal to more conservative fixed income clients. We frequently integrate both strategies into a single account for clients who desire a more balanced portfolio.

In September 2013, Goodwood Advisors, LLC was formed to become the advisor to a Mutual Fund. In October, 2013 Goodwood became the advisor and portfolio manager of the Goodwood SMID Cap Discovery Fund (GAMAX|GAMIX). The Fund was originally named the Caritas All-Cap Growth Fund (CTSAX) and was managed by another Advisor from January 2010 to July 2013. With acceptable performance and challenged asset growth, the prior Advisor's vacancy allowed Goodwood to step in. Goodwood became the Advisor to the Fund on October 1, 2013 after acting as consultant since late September, 2013.

Goodwood incorporated the same fundamental driven, bottom-up investment philosophy as its core Goodwood SMID-Cap Managed Account Portfolio that it has been managing since January, 2012. The Goodwood SMID-Cap Discovery Fund (GAMAX|GAMIX) is a long-only, concentrated portfolio of 40-50 stocks that is also available in a Managed Account Portfolio. 

For more information on the Goodwood SMID-Cap Discovery Fund, please visit www.goodwood-funds.com


An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at www.ncfunds.com or by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing.

An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting investment objectives. Generally, the Fund will be subject to the following additional risks: market risk, portfolio turnover risk, small-cap and mid-cap securities risk, risks related to investing in other investment companies, management style risk, investment advisor risk, operating risk. More information about these risks and other risks can be found in the Funds' prospectus.

Distributor: Capital Investment Group, Inc., Member FINRA/SIPC, 17 Glenwood Ave, Raleigh, NC 27603, (800) 773-3863.

There is no affiliation between Goodwood Advisors, LLC, including its principals, and Capital Investment Group, Inc.

Separate Accounts

Goodwood's Separate Accounts are for individuals, institutions, family offices, advisors, and foundations that want to use one of our strategies in their own account.

 

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Mutual Fund

Goodwood manages the Goodwood SMID-Cap Discovery Fund (GAMAX|GAMIX) using the same investment process that it uses for its other strategies.

 

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Preferred Stock Portfolio

Goodwood offers a Preferred Stack Portfolio in a Separate Account strategy for Individuals, Institutions, Family Offices, Advisors, and Foundations that want to use the strategy in their own account.

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