Ravenswood Partners

Focused Absolute Return Strategies

About

Based in McLean, VA, Ravenswood Partners is an independent 100% employee-owned investment firm. The firm was founded in 2023 by Ashraf Haque, bringing significant experience in research, portfolio management, and strategy development from his career at Sands Capital (2008-2022), a large global growth investor with over $45b AUM at the time of his departure (June 30, 2022). Mr. Haque grew up in Chicago, in the Ravenswood neighborhood.

Our team has launched, scaled and managed multiple strategies with strong investment results; the team has shared experience and a common approach to investing. Our institutional quality middle and back office stands ready to partner with the world’s most demanding clients.

We offer concentrated global equity strategies for institutional investors. Our flagship Partners Fund is a 10-20 stock portfolio, balanced across areas where we have identified attractive pricing of underappreciated growth.

Things We Invest In

Why Ravenswood Partners?

We are entering a more complicated era with changes to monetary policies, geopolitics, demographics, and much more. At the same time, technology and new business models are transforming the value chain of nearly every industry, as well as the ways customers consume goods and services.

Change creates opportunity for those with a framework to identify the winners while effectively managing risks. Our team brings decades of experience investing at large growth firms. We’ve invested together at a prior firm, and we’ve also gathered different perspectives while working separately at firms with alternate approaches. We’ve combined all of this experience to refine an investment philosophy that is designed to take advantage of the opportunities being created by changes in businesses and markets.

Our investment philosophy is to own a concentrated portfolio of businesses that can compound earnings and free cash flow over the long-term, while managing downside risk. As growth-orientated investors, we seek businesses that can deliver greater realized fundamental results than is currently reflected in their share prices. We believe the market often misprices exceptional growth in three primary categories:

Generational Winners: Innovators, disruptors, and dominators with underappreciated opportunity to take share in large end markets.

Complexity & Change: Cyclical or catalyst-driven accelerators with misunderstood growth “stories” and substantial market doubt.

Durability: Established leaders with unusual longevity & sustained competitive advantages that can grow FCF much longer than investors expect.

Our objective is to beat the market by being early in a few generational winners, opportunistically owning misunderstood businesses, while letting the core of our portfolio compound in high-quality franchises. Each of these profiles offer differentiated return opportunities and provide portfolio diversification due to idiosyncratic performance drivers. We balance the portfolio across different thesis profiles, industries, geographies, and other risk factors to help stabilize compound return potential in the face of inevitable market cycles.

We believe our approach and team are built for this moment.