User:Hmj2101/sandbox

Willow Creek Advisors LLC is a hedge fund firm founded by Nicholas Genovese. The firm’s clients include endowments, foundations, pension plans, private wealth, and sub-advisory relationships. Willow Creek Advisors offers a shorter lock-up period than most tradition hedge funds; requiring investors to hold their investment for one year instead of the two years that is the industry standards.

As of September 2016, Willow Creek Advisors has $27 billion in assets under management; with recorded 7% to 14% return on investment. The firm has two office in New York City, in Manhattan's Midtown and in the Financial District.

Investment Philosophy

Willow Creek is committed principally to stringent risk management, and aims to deliver long-term capital appreciation through portfolios that prudently meet the firm’s investment conviction. Willow Creek partners with long-term, sophisticated investors, and strengthens our relationship with them with a high degree of transparency and dialogue.

History

Nicholas Genovese, whose family founded and managed Genovese Drug Stores, launched Willow Creek Advisors in early 2000s as a corporation to manage the family wealth. In 2004, the firm became a limited liability company. Initially a family office, the firm became multi-family office in 2016. Genovese, the Managing Director of Willow Creek since 2008, is the principal portfolio manager with primary responsibility for all Willow Creek Funds. His work experience outside Willow Creek includes being a partner Goldman Sachs, and working at Bear Stearns. Genovese recruited other experienced financial professionals from Bear Stearns and Goldman Sachs to manage the firm’s investment strategies.

Willow Creek Funds

Willow Creek offers four funds:
 * Willow Creek Equity Short Fund
 * Willow Creek Hedged Equity Fund
 * Willow Creek Managed Oil Fund
 * Willow Creek IRA

The Willow Creek Equity Short Fund aims to take advantage of where value gap exists in the equity markets; Willow Creek Hedged Equity Fund is a long-term capital appreciation fund; Willow Creek Managed Oil Fund is defined as a high-risk investment fund that aims to be an efficient vehicle to ride out short-term moves in crude prices and delivers exposure to oil using near-month options on futures.