Thursday morning, June 16, BSW advisers and clients met with the management teams from Greenmont Capital Partners: Hass Hassan and Barney Feinblum from Greenmont Fund I and David Haynes and Todd Woloson from Greenmont Fund II. Over the course of the one-hour breakfast meeting, the managers discussed the firm’s history, investment philosophy and methodology and walked everyone through an in-depth review of current portfolio holdings. The prospective outlook on investment exits (Fund I) and acquisitions (Fund II) created thoughtful discussion and frank questions from the audience.
We require and enjoy the accessibility and transparency provided by investment partners and look forward to hosting future opportunities for clients to meet directly with their managers and look under the hood of their investments.
Debi Baydush, Partner