Cedar Street Asset Management

At Cedar Street Asset Management LLC, we believe that investing should be built on a foundation of discipline, contrarianism, and a deep understanding of the markets we operate in. Founded in 2016, our company was created to capitalize on the unique investment opportunities that exist in the small and mid-cap equity universe outside of the United States, including developed and emerging markets.

Our investment philosophy is centered around a value-oriented approach that seeks to exploit valuation inefficiencies in these markets. We achieve this by combining our team's expertise in cross-disciplinary research with the support of external service providers. Our governance structure is designed to ensure accountability and transparency, making us a trusted partner for our clients.

Our Values

• Discipline: We believe that discipline is key to successful investing. We stick to our value-oriented approach, even when market conditions are challenging.
• Contrarianism: We're not afraid to take a contrarian view when we identify undervalued opportunities in the market.
• Prudence: We're mindful of risk and take a thoughtful approach to investing, balancing risk and potential returns.

Meet Our Team

Our team of experienced investment professionals brings a wealth of knowledge and expertise to the table. With backgrounds in finance, economics, and portfolio management, we're uniquely positioned to identify and capitalize on investment opportunities.

• Wes Henry: Founder and Principal, Cedar Street Asset Management LLC
• Waldemar Mozes: Director of Investments and Portfolio Manager, Cedar Street Asset Management LLC
• Sandra Pavlik: Chief Operating Officer, Cedar Street Asset Management LLC
• Joanne Moffic-Silver: General Counsel and Chief Compliance Officer, Cedar Street Asset Management LLC
• Mason Zheng, CFA: Associate Portfolio Manager, Cedar Street Asset Management LLC
• Atsushi Saito, CFA: Associate Portfolio Manager, Cedar Street Asset Management LLC
• Mike Smail: Head of Trading and Technology, Cedar Street Asset Management LLC
• Gustavo Sanchez: Research Associate, Cedar Street Asset Management LLC

Advisory Board

Our Advisory Board is comprised of experienced professionals with a track record of success in various industries. They provide valuable guidance and expertise to our investment team.

• William Brodsky: Advisory Board Member, Cedar Street Asset Management LLC
• Michelle Collins: Advisory Board Member, Cedar Street Asset Management LLC
• William Farrow: Advisory Board Member, Cedar Street Asset Management LLC
• Scott Kronick: Advisory Board Member, Cedar Street Asset Management LLC

Achievements

We're proud of our achievements and recognition in the industry. Here are a few highlights:

• Winner of the 2023 Lipper Award
• Ranked Top 5 equity portfolio manager by Essentia Analytics
• Winner of the 2022 Essentia Behavioral Alpha Award
• Featured in various media outlets, including "Power Lunch" and "Institutional Investor"

What We Do

At Cedar Street Asset Management LLC, we're focused on delivering exceptional investment returns to our clients. We do this by:

• Research: Conducting exhaustive research to identify undervalued opportunities in the market
• Investing: Investing in stocks that demonstrate strong fundamentals and growth potential
• Monitoring: Continuously monitoring our portfolio to ensure it remains aligned with our investment objectives

Get in Touch

If you're interested in learning more about our investment approach or would like to discuss your investment goals, please don't hesitate to contact us.