Philip Perry

Hale Partnership Capital Management LLC is a multi-strategy hedge fund that seeks to find mispriced risk in public, private, debt or equity opportunities. The private company is based in Charlotte, NC and has subsidiaries in the United States. The firm's investment philosophy has three basic tenets: capital markets have pockets of inefficiency, the most important aspect of any investment is asymmetry of reward versus risk undertaken, and mispriced assets with catalysts to value realization provide the highest probability of achieving satisfactory absolute returns over the long-term. The company's investment process involves extensive fundamental earning power analysis and independent industry research. The portfolio is concentrated in 8-15 positions at a given time, and the average position sizes are between 6% and 15%. The company also owns income-producing assets and seeks to provide capital appreciation through ground-up development or value-added lease-up of medical office buildings in the southeast and mid-atlantic regions. The company was founded in 2010 by Steven A. Hale, who has been the CEO since 2010.

John W. Rooker & Associates, Inc. provides construction services. It provides services to companies in manufacturing, warehousing and distribution to build a new facility. The company is headquartered in Atlanta, GA.

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Part of Hale Partnership Capital Management LLC, Hale Partnership Fund LP provides fund management services. The company is based in Charlotte, NC.

Best Bar Ever, Inc. manufactures, produces, and sells protein bars. It offers peanut butter crunch, chocolate peanut butter, and cookie dough products. The company was founded b Mike Clay in 2005 and is headquartered in Delaware.

Part of Compagnie Lombard Odier SCmA, National Consumer Title Insurance Co. is a national title consumer insurance company based in Tallahassee, FL. The company recently had its financial stability rating upgraded to an "A" by Demotech. The success of the company's agents is their number one priority, and they strive to build a close working relationship with them to address the complexities and issues that arise in their everyday operations. The CEO of the company is James Anthony Graganella. National Consumer Title Insurance was acquired by HG Holdings, Inc. (North Carolina) on July 20, 2021 for $5.50 million.

Part of Hale Partnership Capital Management LLC, Monarch National Insurance Co. provides insurance and agency services. The company is based in Sunrise, FL. The CEO of the company is Justin Edenfield. Monarch National Insurance was acquired by Hale Partnership Fund LP from FedNat Holding Co. on June 30, 2022 for $15 million.