Woodley Farra

David R. Farra serves as Chief Investment Officer and co-founded the firm in 1996. He is responsible for portfolio construction and macro strategy. David E. Woodley is CEO and oversees firm strategy and client relationships. Both are former executives at Weiss, Peck & Greer.

Woodley Farra uses a concentrated equity strategy with 20–30 holdings, combining bottom-up fundamental analysis with a top-down macroeconomic view. The firm targets long-term capital appreciation and avoids leverage or derivatives, focusing on high-conviction positions across global equity and fixed-income markets.

No. While equities are a core holding, Woodley Farra also allocates to fixed income, including investment-grade and high-yield bonds, and uses cash as a tactical asset. The firm's macro overlay means it adjusts asset-class exposure based on economic conditions.

Ideas come from in-house fundamental research, meetings with company management, and macroeconomic trend analysis. The firm does not rely on external research providers or quantitative models, emphasizing analyst judgment and deep due diligence.

Yes. Woodley Farra is registered with the U.S. Securities and Exchange Commission as an investment adviser and files Form ADV. The firm is subject to regulatory oversight and annual audits.

The firm serves institutional clients including endowments, foundations, and family offices, as well as high-net-worth individuals. It manages separate accounts tailored to client-specific objectives and risk tolerances.

There is no public evidence that Woodley Farra participates in co-investments or manages alternative asset funds. The firm's documented activity focuses on traditional separate-account management in public markets.