Shadowridge Value LLC is a long-only registered investment advisor (RIA) located in San Diego, California

Shadowridge Value exercises discretionary trading authority over its clients’ separately managed accounts (SMAs) in an effort to generate satisfactory returns on an absolute basis. We believe the best opportunity to compound capital consists of investing in public equities on a long-term basis unrestricted by traditional investment mandates such as style boxes, sector exposures, geographies, listing statuses, and/or market capitalizations. The firm conducts fundamental and qualitative investment research employing a bottoms-up strategy. The overall aim is to build a concentrated portfolio of undervalued and durable businesses. We may also occasionally invest in unique or obscure securities as opportunities present themselves.

Shadowridge Value was founded in 2021 by Brett Dorendorf. Brett is the sole analyst/portfolio manager for the firm and is responsible for investment research, portfolio management, and client relationships. Prior to founding Shadowridge Value, Brett worked for five years as a Research Associate on the financials and industrials teams at Brandes Investment Partners, a global investment management firm with $25 billion in assets under management (AUM). He graduated from UC San Diego with a B.A. in political science and an emphasis in international relations. Brett earned the Chartered Financial Analyst (CFA) designation in 2020 and also possesses his California Real Estate License (# 01883282). He writes a Substack newsletter with over 500 subscribers called Conversion Confidential, which covers an under-followed investment opportunity known as thrift conversions.