Dockyard Capital Management is a concentrated long/short equity manager investing in companies reshaping industries through software. The team leverages its experience as operators to develop a unique understanding of businesses across industries that have embarked on or enable unprecedented business model transformations. We look to identify multi-year compounders with common characteristics to include:
1) companies attacking monster markets;
2) products with evangelical customer resonance;
3) teams with a proven ability to execute and;
4) financial models that can generate significant free cash flow over time.
When we invest, we do so as partners. The low-turnover long portfolio allows for an active single-name short book.
Ben Balbale, the founder of Dockyard Capital Management, brings 20+ years of investing, operating, and consulting experience in the technology, consumer, and industrial sectors, most recently as a Partner at Matrix Capital Management.