Hidden Hills Partners is a long-only, global public equity investor. We focus on driving attractive absolute returns via a concentrated, high conviction, long-term investment strategy.
Our Approach
We seek to invest in companies with deep economic moats, the capacity to reinvest capital at high rates of return, and strong balance sheets that allow them to thrive when weaker competitors cannot.
Our job is to identify those businesses and wait patiently for the market to present them at a price that implies significant impairment, which we believe to be temporary. It rarely does, but when it does, we act decisively.
This is not a novel idea. What is uncommon is the patience and discipline to execute it across multiple cycles.
Investment Principles
"The wonderful thing about wonderful companies is that time tends to work in your favor."
— Colin Yee, Managing Partner
We seek companies with deep economic moats, significant reinvestment opportunities, and fortress balance sheets. A business that doesn't meet all three criteria will generally not enter the portfolio, regardless of how cheap it appears. This filter eliminates the vast majority of publicly traded companies, and that's the point.
We study companies long before we ever consider buying them. Our diligence process typically involves numerous primary conversations with former executives, customers, and competitors, alongside thousands of pages of secondary research. When a buying opportunity emerges, we are already prepared and we move swiftly while others are still trying to understand the opportunity.
We do not seek to minimize volatility. We seek to take advantage of it. Our entire fund structure — patient capital, no leverage, no options, an LP base that understands our philosophy — is designed to allow us to buy when less patient investors are forced to sell. The ability to stay in the game through a downturn is not just a defensive posture. We believe it is a meaningful structural advantage.
We continuously rank every position by its forward IRR across probability-weighted scenarios. We are constantly comparing our portfolio positions to the next best opportunity.
The Team
Founded Hidden Hills Partners in 2014. Previously investment analyst at Abrams Bison Investments, a multi-billion dollar concentrated value fund. Prior to that, Associate Consultant at Bain & Company. Williams College, BA Economics.
Joined in 2015. Made Partner in 2020, Director of Research in 2026. Previously Associate at GE Capital Private Equity. Adjunct faculty at Williams College, teaching value investing. Williams College, BA Political Economy and History.
Joined in 2024. Previously Principal at WindSail Capital Group, with prior roles at Clarium Capital and Main Street Capital. University of Texas at Austin, McCombs MBA; University of Montana, BS Business Administration.
Contact
We welcome conversations with qualified investors. For inquiries about Hidden Hills Partners, please reach out directly.