North Peak Capital Management

Established in 2015, North Peak Capital Management (North Peak) is a New York-based hedge fund manager managed by by Jeremy Kahan and Michael Kahan. It is long/short equity manager that focuses on small and mid-cap public equities. North Peak manages a concentrated, long-bias portfolio, primarily comprised of mispriced small and mid-cap companies capable of compounding shareholder capital over the medium term. The firm takes a private equity approach to public markets, conducting exhaustive diligence on a select number of high-conviction investments with asymmetric risk/reward profiles. The portfolio managers are sector agnostic and opportunistic but gravitate toward technology, healthcare, and consumer companies. North Peak invests with a multi-year time horizon and is highly focused on after-tax returns. The firm primary focus is on growth companies with operating leverage and strong management teams, seeking to identify companies whose cash flow profiles are at a visible point of inflection. North Peak also invests in deep-value situations with minimal potential for capital impairment and a clear catalyst to unlock shareholder value.