Adam Wyden - ADW Capital Management Investment Strategy (Sep 30, 2025)
As of Sep 30, 2025, the ADW Capital Management portfolio managed by Adam Wyden demonstrates a sophisticated investment approach with 9 positions and an average holding period of 933 quarters. The strategy focuses on Consumer Cyclical, Industrials, Technology sectors with a typical position size of 15.6% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 15.58% and sector diversification of 3%, exemplified by the case study of GFL ENVIRONMENTAL INC (GFL). This strategic framework provides insights into Adam Wyden's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.6 years | Style | Average duration positions are maintained |
| Position Count | 9 | Style | Number of active positions in portfolio |
| Position Size | 15.6% | Risk | Typical allocation per position |
| Win Rate | 45.6% | Performance | Percentage of profitable positions |
| Average Return | 47.5% | Performance | Mean return across positions |
| Sharpe Ratio | 0.20 | Performance | Return per unit of risk taken |
Investment Case Study: GFL ENVIRONMENTAL INC (GFL)
6/30/2020 - 12/1/2025
Performance Metrics
Total Return: 171,398.93%
Holding Period: 1980 days
Max Position Size: $56,826,000.00
Position Weight: 13.18%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure