This is provided for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to purchase any security or investment product. Any such offer or solicitation will be made only pursuant to definitive offering documents, which should be reviewed carefully and in their entirety.
The period from January 2018 through May 2025 reflects performance returns generated by accounts managed by the Galloway family office prior to the launch of Galloway Capital, LP (the “Fund”) in June 2025. Such returns were achieved under investment objectives and conditions that may differ from those applicable to the Fund. Past family office and Fund performance is presented for informational purposes only and should not be considered indicative of future Fund performance.
Past performance is not indicative of future results. The performance results presented herein are not indicative of future performance and may not be repeated. There can be no assurance that the investment objectives of the portfolio will be achieved. All investments involve risk, including the possible loss of principal.
The portfolio may invest in small- and mid-capitalization companies, which can be more volatile, less liquid, and more sensitive to adverse economic, market, or company-specific developments than larger, more established companies. Certain portfolio investments may also be illiquid or thinly traded, which may make it difficult to dispose of positions at favorable prices or within desired timeframes.
The portfolio may take concentrated positions in individual securities or sectors, which may have a disproportionate impact on overall portfolio performance.
The portfolio’s strategy includes activist investing and constructive engagement approaches. There can be no assurance that such engagement efforts will be successful or result in enhanced shareholder value.
Certain investments may involve distressed, turnaround, or special situation companies, which may be subject to heightened risks, including financial distress, dilution, restructuring, or bankruptcy.
The portfolio may be exposed to macroeconomic risks, including changes in interest rates, inflation, government policy, trade policy, regulatory environments, geopolitical developments, and overall market sentiment.
References to specific securities are provided for illustrative purposes only and should not be construed as investment recommendations or as representative of all investments made by the portfolio.
Forward-looking statements reflect current views, expectations, estimates, and assumptions as of the date of this letter and are subject to change without notice. Actual results may differ materially from those expressed or implied.
Prospective and current investors should consult their own financial, legal, and tax advisors before making any investment decisions.
* Net performance reflects the deduction of a 1% annual management fee and a 20% performance allocation.