Hedge Fund - Medina Value Partners

Kristofer Medina Bio, Returns, AUM, Net Worth

Founded in 2011 and headquartered in Los Angeles, California, Medina Value Partners is a hedge fund managed by Kris Medina. The firm focuses on generating long-term returns with moderate risk across all market conditions. Its strategy centers on investing in deep-value small and mid-cap equity securities, complemented by short positions and cash holdings. Medina Value Partners aims to capitalize on investment opportunities while navigating market fluctuations effectively.

Kristofer Medina serves as a Founding Partner at Medina Partners, LLC, leveraging expertise gained from prior positions at Ivory Investment Management, L.P., and J.P. Morgan. He earned a Bachelor of Business Administration in Accounting and Finance from the University of Michigan (2001-2005).

Medina Value Partners is a hedge fund managing $341,649,682 in discretionary assets for 7 clients, as reported in their Form ADV on March 2024. Their Q1 2024 13F filing revealed holdings of $204,140,791 in managed 13F securities, with a top 10 holdings concentration of 95.46%. The fund's largest holding is 2,711,537 shares of Despegar.com Corp.

Kristofer Medina
Fund Profile
Filing Period:
Fund Name: Medina Value Partners
Manager Kristofer Medina
Portfolio Value $365,401,181
Change This QTR +1.04%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. TRS 1,377,021 $39,396,571 +14% 10.78%
2. THR 953,917 $26,785,989 +18% 7.33%
3.
Ecovyst Inc
3,167,490 $26,068,443 +7% 7.13%
4. VTOL 778,690 $25,673,409 +14% 7.03%
5.
Aptiv Plc
342,381 $23,357,232 +8% 6.39%