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OVERBROOK MANAGEMENT CORPORATION

OVERBROOK MANAGEMENT CORPORATION is a Series C+ and buyout fund in the US investing in technology and large-cap.

Stages
Series C+, buyout
Sectors
technology, large-cap
Invests in
US-wide
Actively investing
Yes
Founded
1946
Assets under management
$1.1B

Check size not disclosed

Thesis

Overbrook Management Corporation, established in 1946 and opened to outside investors in 2002, is a privately-owned investment advisory firm focused on long-term capital appreciation and wealth preservation. Their equity strategy targets companies with strong growth, high free cash flow, robust returns on invested capital, and durable competitive advantages, employing a value-oriented approach to identify mispriced assets. They diversify with private investments, alternative investments (hedge funds, private equity, real estate) to enhance returns and reduce volatility. Overbrook avoids unprofitable businesses with low growth and uncertain competitive situations, constructing tailored portfolios of single-name securities. While headquartered in New York, NY, their investment strategy encompasses public equities across all market caps and private investments, favoring established companies with strong fundamentals. As of March 14, 2025, their AUM was $1.1 billion.

Common questions

Does OVERBROOK MANAGEMENT CORPORATION invest at the Series C+ stage?

Yes. OVERBROOK MANAGEMENT CORPORATION lists Series C+ and buyout among the stages it invests in.

Where does OVERBROOK MANAGEMENT CORPORATION invest?

OVERBROOK MANAGEMENT CORPORATION invests in the US.

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