COUNTERVEW CAPITAL MANAGEMENT LLC

Thesis

Counterview Capital Management LLC is a New York-based asset manager employing a concentrated, long-short equity strategy driven by primary-source forensic research. Their core philosophy involves deep-dive accounting analysis to identify undervalued quality companies for long positions and misrepresenting entities for short positions. Unlike typical hedge funds, Counterview treats shorts as active, negative-conviction bets against companies they believe are financially misstating their condition. Their research process includes reviewing SEC filings, international corporate registries, supplier relationships, and customer contracts to uncover discrepancies. Position sizing is determined by conviction level derived from forensic work. The geographic focus is primarily on North American equities, with potential exposure to companies listed on major U.S. exchanges regardless of domicile. Counterview operates with low net exposure, aiming to generate alpha through stock selection rather than market direction. They share conceptual similarities with activist short-sellers but maintain a lower public profile and typically do not publish research externally. Operational details like AUM and team headcount are not publicly disclosed, aligning with the discreet nature of forensic-focused managers. There is no public LinkedIn presence or investor-relations website. He has board experience with several companies and led Counterview's investment in and advises Aura Vision. The firm is registered as an Exempt Reporting Adviser with the SEC.

Related lists

• Series C+ investors based in New York, NY