Foxhaven Asset Management

Foxhaven Asset Management, LP is an investment partnership established in 2013, dedicated to achieving superior long-term absolute returns through a strategic and in-depth investment approach. The firm primarily invests in equities, encompassing both publicly traded and privately held companies. Their investor base includes endowments, organizations, and individuals who share a similar long-term investment horizon. Foxhaven is recognized for its rigorous fundamental analysis of industries and companies, with a strong emphasis on collaborating with high-quality management teams.

The firm's investment focus spans several key sectors, including Technology, Media, and Telecommunications (TMT), Consumer, and Industrials. Their portfolio demonstrates a strong inclination towards innovative companies in areas such as e-commerce, fintech, software, and digital media. Notable investments have included major players like Amazon.com, Inc., MercadoLibre, Inc., Coupang, Inc., and Hilton Worldwide Holdings Inc., alongside growth-oriented companies such as Nu Holdings Ltd., Duolingo, Inc., and Shopify Inc. This diverse portfolio highlights Foxhaven's capability to identify and support companies across various stages of growth within their target sectors.

Foxhaven Asset Management was co-founded by Mike Pausic and Nick Lawler, both of whom brought extensive experience from Maverick Capital, a prominent long/short equity fund. Mike Pausic, serving as a portfolio manager and analyst, has a rich background in media and telecommunications, having held leadership roles at 20th Century Fox and Viacom. Nick Lawler, also a portfolio manager and analyst, developed his strategic investing foundation at McKinsey & Company before leading Maverick's Asia efforts. Josh Weiner, another analyst, also worked with Mike Pausic at Maverick Capital for a decade, focusing on media and telecommunications. Rob Ramsey, an analyst with deep expertise in branded consumer, previously worked at JH Partners, LLC, a consumer-focused private equity firm. Michael Ritinski contributes as a generalist analyst, further strengthening the firm's research capabilities.

Headquartered in Charlottesville, Virginia, Foxhaven Asset Management operates with a focused team of professionals. The firm's commitment to ethical standards and a vocation-driven approach to investing underpins its mission to deliver consistent, superior results for its long-term oriented investors.