Peckham Capital Management is a fundamental investment firm built on a simple premise: own fewer businesses, know them more deeply, and hold them longer than most investors are willing to. We look for businesses where we believe the market is mispricing quality, duration, or earnings power, and we underwrite every position to an explicit estimate of long-term value.
Read Our Philosophy →“I spent thirteen years learning from some of the best investors in the world at BlackRock and T. Rowe Price. Peckham takes what those years taught me about exceptional businesses and applies it in its purest form: a concentrated portfolio of our best ideas, researched deeply and held for the long term.”
William McSweeney, Co-Founder & CIO
Fascinated by markets from an early age. He bought his first stock at 12 because he loved his iPod. That curiosity never left. He was building his own three-statement models as a teenager, spent thirteen years at BlackRock and T. Rowe Price, and founded Peckham to invest the way he always believed it should be done.
Years of studying exceptional businesses, written down into a playbook: what quality looks like, where it tends to be found, and what erodes it. Research starts where the odds have historically been best.
Deep bottom-up research builds differentiated insight through industry mapping, management assessment, and financial modeling.
Every position rests on a specific view that differs from consensus, whether on the duration of growth, normalized earnings, or a business in transition.
Entry, sizing, and exit are each tied to an explicit estimate of long-term value and required return, with a hard cap on any single position.
Exit conditions are written down when a position is opened and tracked from that day. When the thesis breaks, we sell.
Screens focus the research hours where the odds have historically been best; judgment makes every call. Together they fill three baskets. Select one to see how we approach it.
Businesses with defensive growth, high returns on capital, and long reinvestment runways. We believe the market often underestimates how long that growth can last, so we are prepared to hold where others trim.
Earlier-stage businesses with advantaged economics, widening competitive advantages, and much of their adoption still ahead of them. We aim to build positions before the inflection is widely recognized, sized for the wider range of outcomes.
Forced sellers, orphaned spin-offs, depressed cyclicals, and misunderstood breakups, found through pattern recognition rather than screens. These opportunities tend to be most plentiful when growth is out of favor and other investors are obliged to sell.
Thirteen years of institutional investing, eleven of them at BlackRock as Vice President & Head of Research: a specialist across energy, materials, e-commerce, and fintech, with coverage spanning consumer, real estate, and software. He then joined T. Rowe Price’s central research team, covering materials and industrials-related companies. A multi-style investor who has worked across value, growth, and cyclical mandates throughout his career.
Leads legal, operations, compliance, capital formation, and investor relations. Founding partner of Rukab Brash PLLC, a New York firm advising developers, investors, and operating partners on complex transactions and partnership structures. Named a New York Super Lawyers Rising Star from 2019 to 2024.
Our definition of quality is written down: a taxonomy of competitive advantages, each with the evidence that identifies it and the conditions that erode it. Screens direct research time, and every estimate is later graded against reported results. We also invest in value and cyclical situations that many quality-focused managers avoid.
Thirteen years of analyst-level investing at two of the world's largest platforms, across value, growth, and cyclical mandates. That experience has been written into a repeatable process for finding and underwriting businesses, and investment decisions here are made directly by the portfolio manager rather than by committee.
The advantages of investing early are real, and honest: nimble sizing, no legacy positions, the ability to own businesses a $50 billion fund cannot, and full conviction from day one. We tell clients plainly that these advantages shrink as assets grow.
We welcome inquiries from qualified investors and allocators.