Whitebark's long-biased public equity strategy was incubated in a large, institutional family office starting in 2018. Six years later, in 2024, Whitebark Investors was officially founded to partner with additional, like-minded, third-party investors and manage a globally diversified portfolio of largely liquid public securities with the goal of generating attractive long-term returns.

Whitebark Investors performs deep fundamental diligence to select a concentrated, long-biased portfolio that is unconstrained by market capitalization, sector or geography. In addition, Whitebark has the flexibility to invest in private companies when the risk/reward is more attractive.

We are searching for businesses that can compound equity value over the long-term, typically through a combination of organic growth, margin improvement and accretive capital allocation. We look for clear incentive alignment with key management team members and the board of directors.

Whitebark Investors takes its name from the whitebark pine, pinus albicaulis, which is distinguished by two traits: its great longevity and its contrarian spirit, growing at the tree line where other trees cannot survive. At Whitebark Investors, we seek both to take a long-term view of the businesses we invest in and to examine geographies or industries that we believe other investors have shunned.