Fields Gottscho Capital Management

Fields Gottscho Capital Management

Fields Gottscho Capital Management was founded by Andrew Fields and David Gottscho. The firm's origins trace to the founders' experience on institutional trading desks, which informed a disciplined, value-oriented approach to public markets. Rather than scaling rapidly or diversifying into multiple asset classes, the firm has maintained a tight focus on managing a concentrated equity portfolio. The investment strategy centers on a long-short equity mandate, with a fundamental research process driving every position. The firm typically holds a concentrated book, focusing on mid- to large-capitalization companies listed on North American exchanges. Sector coverage appears broad, with the research process targeting undervalued securities across consumer, industrial, financial, and technology verticals. The short book is used both to hedge market risk and to express negative fundamental views on individual companies. Precise team size and current assets under management are not publicly disclosed, making it difficult to assess the firm's scale relative to its peers. The firm has not been linked to significant new fund launches, adjacent credit or private-market vehicles, or a family-office structure. Institutional holdings data, when available, typically confirm the concentrated, high-conviction nature of the book. The firm's structural differentiator lies in its refusal to dilute its process through product proliferation. While many asset managers launch multiple strategies to gather assets, Fields Gottscho appears to operate a single, focused vehicle. This link between founder conviction and fund structure means the strategy's capacity is inherently constrained by the opportunity set in its target market cap range, preserving alignment with original investors.