Goodwood Capital Management, LLC is an independent money management firm that provides services to individuals, institutional clients and other investment advisors. The firm's portfolio managers spent a combined 16 years in the equity hedge fund industry. These experiences in the business since 2002 formed the bedrock of our approach to managing stock portfolios and are embodied 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 Mid Cap Portfolio as a Managed Account 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.  On October 31, 2013 Goodwood became the advisor and portfolio manager of the Goodwood SMID Cap Discovery Fund (GAMAX) (formerly known as the Caritas All-Cap Growth Fund (CTSAX). We are currently managing the Fund and its holdings are substantially similar to our current Mid Cap managed account offering. Goodwood Advisors, LLC is an affiliate of Goodwood Capital Management, LLC.

For more information on the mutual fund, please see the link in the main menu above or go to www.goodwood-funds.com 

Click click here for a copy of the Fund's prospectus.

 

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

Goodwod Capital is the investment manager for the Goodwood Mid Cap Portfolio and the Goodwood Preferred Stock Portfolio.

Learn More

Sub-Advisory

Goodwood acts as a Sub-Advisor to other RIAs and Institutional Asset Managers

Learn More

Wealth Management

Customized Wealth Management solutions for High Net Worth Individuals, Family Offices, Foundations and Non-Profit Organizations.

Learn More