We Are Threadridge
Based in Charlotte, N.C., Threadridge Investment Partners is the investment arm of a fully-integrated, single family office and holding company.
With a long-term orientation, stable capital base, and experienced partners, Threadridge has a flexible mandate to invest across all asset classes and business types.
Threadridge was established in 2017 to manage the investable assets of a large institutional family office and its associated foundations. With a long-term mindset, we aim to build lasting partnerships with our investment managers and company management teams.
The Partners of Threadridge have extensive backgrounds in asset allocation, manager selection, portfolio construction, as well as broad experience as principal investors.
With a flexible mandate, Threadridge pursues opportunities through a range of channels, including primary funds, co-investments, and direct equity or debt investments. This extra degree of freedom enables us to focus on the innate quality of an investment thesis or partnership. We will invest through active and passive strategies depending on the level of expected excess return and dispersion in a target asset class.
Threadridge seeks to identify investments that can generate attractive risk-adjusted returns, across both traditional and alternative asset classes.
In order to generate superior long-term investment returns relative to traditional market benchmarks, we favor asset classes with the greatest level of inefficiency. Those inefficient asset classes are often characterized by high levels of manager (and investment) performance dispersion. Thus, manager selection requires a high level of skill and experience in order to select and access top investment talent.
In taking advantage of our long-term investment horizon, Threadridge emphasizes alternative investments and traditional fund managers with high active share. We also maintain a hybrid private investment portfolio that includes both direct investments and commitments to private equity and credit funds.
Inefficient markets do not necessarily give the participants generous returns. Rather, [they] provide the raw materials — mispricings — that can allow some people to win and others to lose on the basis of differential skill.
— Howard Marks