Fields Gottscho Capital Management

Andrew Fields and David Gottscho are the firm's named principals and lead the investment process, per public record. Their professional backgrounds include institutional trading, which has shaped the firm's fundamental, value-oriented research discipline. The small, concentrated structure suggests key decisions are not delegated through layers of analysts.

The firm employs a long-short equity strategy centered on fundamental research. It builds a concentrated portfolio of high-conviction positions, generally in mid- to large-cap North American equities. The short book serves both as a hedge and as an expression of negative fundamental views on specific companies.

The firm appears to run a single, focused strategy rather than operating as a platform with multiple independent teams. This concentrated approach links founder conviction directly to portfolio construction. The structure avoids the capacity and alignment issues that can arise when a manager launches multiple products to accumulate assets.

The firm's known posture is exclusively focused on public equities. There is no public record of adjacent private-market, venture capital, or private credit vehicles. The mandate remains tightly centered on the long-short equity strategy the founders built.

Fields Gottscho does not publicly disclose its assets under management. Because the firm pursues a concentrated strategy in liquid public equities, its capacity is inherently tied to the market depth of its target universe. Institutional allocators typically must inquire directly to determine current strategy capacity.