Jeff Cozad

Co-Founder / Managing Partner Emeritus at Stonerise Capital Partners

Dallas, Texas

Investor

Invests in

Stages:

Seed

Pre-seed

Sectors:

Locations:

Min Investment:
$0.00
Max Investment:
$0.00
Target Investment:
$0.00

Education

TU
MBA
The University of Chicago Booth School of Business
(1989 - 1991)
DU
BA
DePauw University
(1982 - 1986)
College Year in Athens
(1985 - 1985)

Lists including Jeff

Based in Texas

541 people

Work Experience

Stonerise Capital Partners

2007

Co-Founder / Managing Partner Emeritus
2007
Founded in 2007, Stonerise Capital Partners is a San Francisco-based investment management firm that seeks to generate attractive risk-adjusted returns across full business and market cycles. The firm’s investment strategy is grounded in intensive due diligence, a concentrated portfolio and the periodic integration of active, value-creating strategies designed to maximize returns for all shareholders. Including the founding Partners' pre-Stonerise history, this strategy has been utilized in their deployment of more than $5 billion in over 150 different companies. The Stonerise Capital investment approach is characterized by: • Primary focus on North American small-to-mid cap equities; • Long-term investment time horizon, underwriting a 2-4 year holding period; • Concentrated portfolio, with typically 8-12 core long positions (>5% portfolio); • Focus on high quality businesses, while maintaining a rigorous valuation discipline; • High conviction strategy that deploys the time and resources to conduct deep fundamental business analysis, with a strong cash flow orientation; • Engagement in constructive activism, where appropriate, seeking to work collaboratively with management and serving as a change-agent for improving underlying businesses; • Long biased; • Limited fund-level leverage (average gross exposure <100% since inception); • Tax-efficient capital gains (~70% of historical gains have been long-term in nature); • Three founders have been partners together for 18 years executing the same strategy; and • Strong team with deep experience in both public and private investments.

Cozad Investments, LP

2007

Angel / Early Stage Venture Capital Investor
2007
First or early stage active and passive family office investments in 20+ companies that range from primarily Angel to Series A and B round investments

Craftable (Acquired by Gauge Capital June '23 / Retained Board Seat)

2015