Draft:Valley Forge Capital

Valley Forge Capital is an American hedge fund based in Miami, Florida. The firm invests in public markets globally.

Background
Valley Forge Capital was founded in 2007 by Dev Kantesaria with $300,000 of initial capital. Firm assets grew to $500 million in 2019 and surpassed $3 billion in 2023. The firm was originally based in Wayne, PA and moved to Miami, FL in 2023.

Business Overview
Valley Forge Capital focuses on companies within the consumer, business services, financial services, software and technology sectors.

The firm invests in publicly traded equities with an investment approach that focuses on a deep understanding of business fundamentals and long-term returns. The firm will typically concentrate investments in a few select companies owning between 8 to 12 stocks total. The firm focuses on four key investment criteria - business quality, predictable earnings, capital efficiency and prudent management.

Notable investments
Valley Forge Capital has made significant long-term investments in several public companies including S&P Global, Moody's Corporation, Visa Inc., Mastercard, FICO, Monster Beverage, and Equifax.