Hedge Fund - Freshford Capital Management

Michael Doheny Bio, Returns, AUM, Net Worth

Freshford Capital Management is a New York-based hedge fund that was founded by its current president and portfolio manager, Michael G. Doheny, on October 1, 2008, in Rye Brook where it still has its headquarters. Prior to founding Freshford Capital Management, Michael Doheny cut his teeth at Kensico Capital for eight years. Michael Doheny’s ownership stake in Freshford Capital Management is between 50% and 75%.

Freshford Capital's 13F portfolio is relatively large, being valued at $633.98 million. The fund primarily invests in the public equity markets in the United States and utilizes a long/short investment strategy, which has brought back some positive returns in recent years. Freshford Capital Management is mostly interested in investing in companies with smaller market caps that operate in two sectors: technology and services.  Michael Doheny seeks out businesses that he believes are currently underpriced, and takes long position in them, while he takes short positions in businesses he thinks are overpriced. Michael Doheny's picks have turned out to be wise, as the fund delivered a return of 16.1% in 2017, and had an average return of 9.7% between 2015 and 2017, placing it 85th on Barron’s 2018 list of the top 100 Hedge Funds. According to Freshford Capital Management’s Form ADV filed on March 3, 2018, it has around $873 million in regulatory assets under management.

Michael Doheny
Fund Profile
Filing Period:
Fund Name: Freshford Capital Management
Manager Michael Doheny
Portfolio Value $736,036,000
Change This QTR +1.03%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. LNG 1,032,301 $89,542 -6% 12.16%
2. LBRDA 500,861 $84,229 +15% 11.44%
3. REZI 2,032,127 $60,965 -20% 8.28%
4. BOX 2,135,221 $54,554 +79% 7.41%
5. CVET 1,937,994 $52,326 -9% 7.1%
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