Profile
Mr. David W.
Cost, Jr. CFA, Partner co-founded Headlands Capital in 2006 and co-manages the Headlands Strategic Opportunities Fund, LP.
Mr. Cost is Chief Compliance Officer for Headlands Capital.
Prior to founding Headlands Capital, Mr. Cost worked for Hoover Investment Management in San Francisco, where he was Associate Portfolio Manager for the $1+ billion Forward Hoover Small Cap Fund.
Previously, Mr. Cost worked as a Senior Analyst at Montgomery Asset Management supporting the Montgomery Small Cap Fund.
Prior to Montgomery, Mr. Cost was Director of Research for Sand Hill Advisors, a wealth management firm in Menlo Park, CA. Mr. Cost began his career at Union Bank in Los Angeles as Assistant Vice President where he managed a portfolio of commercial banking clients.
Mr. Cost holds a BA from Dartmouth College and an MBA from the Anderson School of Management at UCLA.
David W. Cost active positions
| Companies | Position | Start |
|---|---|---|
Headlands Capital Management LLC
Headlands Capital Management LLC Investment ManagersFinance Provides investment advice | Founder | 01/06/2006 |
Former positions of David W. Cost
| Companies | Position | End |
|---|---|---|
HCSF Management LLC
HCSF Management LLC Investment ManagersFinance Headlands Capital seeks to take advantage of inefficiencies in small-cap stocks by conducting deep, primary field due diligence and building a differentiated investment thesis through multiple meetings with management, competitors, suppliers and industry participants. The firm combines qualitative assessments of management ability, competitive positioning and industry growth with a proprietary, quantitative model, developing a picture for the revenue, margin and cash flow outlook for a target business over the next 3-5 years. | Founder | 01/01/2022 |
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Corporate Officer/Principal | - |
Training of David W. Cost
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Headlands Capital Management LLC
Headlands Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Anderson School of Management
Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HCSF Management LLC
HCSF Management LLC Investment ManagersFinance Headlands Capital seeks to take advantage of inefficiencies in small-cap stocks by conducting deep, primary field due diligence and building a differentiated investment thesis through multiple meetings with management, competitors, suppliers and industry participants. The firm combines qualitative assessments of management ability, competitive positioning and industry growth with a proprietary, quantitative model, developing a picture for the revenue, margin and cash flow outlook for a target business over the next 3-5 years. | Finance |
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