About
Who We Are
Built on conviction, patience, and a direct relationship with every client.
Mad River Investors was founded in 1992 to manage concentrated, long-term equity portfolios for a select group of clients who want a direct relationship with the people managing their capital. We are based in Boston, where we have remained ever since.
Today our flagship program, Managed Opportunities, is a separately managed account strategy run since 1999. The portfolio holds roughly 20–30 high-conviction positions built around long-duration, often misunderstood businesses that may take years to be properly recognized by the market. Today the firm manages approximately $350 million across both programs. Our reference benchmark is the S&P 500.
We also serve as the general partner and investment manager of Long Point Investors, a private fund-of-funds formed in 1992 and offered only to qualified investors. Long Point reflects the same belief that drives everything we do — that the best managers are those who invest alongside their clients.