Alta Fox Capital Management, LLC

What they do

Alta Fox Capital Management is an alternative asset management firm founded in 2018 by Connor Haley. The firm operates a flagship long/short equity fund, the Alta Fox Opportunities Fund, which invests globally in public companies, with a focus on small and micro-cap equities. Alta Fox is known for its deep fundamental analysis, identifying high-quality but mispriced businesses and often engaging in shareholder activism to unlock value. In addition to its public market activities, the firm selectively makes private equity and debt investments in established North American companies, leveraging insights from its public market research.

What they look for

Alta Fox's core thesis is to "invest in overlooked and under-the-radar opportunities across asset classes, market capitalization ranges, geographies, and sectors." They aim to find the "highest quality assets at the lowest possible prices without unnecessary constraints." For public equities, they often focus on businesses misunderstood by the market, where a catalyst could correct the misperception. For their private market investments, the thesis is to leverage their public market insights to make "few, high-conviction investments" in profitable, growing businesses where they can be a value-add partner.

Stage

Series B+

Sectors

Consumer, SaaS, Healthcare, Fintech, Marketplace, Media, Deeptech, Other

Based

Fort Worth, US