Louis Chang

Louis Chang is the Founder and Managing Partner of Gavilan Investment Partners, an investment firm he established in June 2020.2 With over 17 years of experience in the investment industry, Chang has built a reputation as a long-term, fundamental investor and trusted corporate advisor.1

Professional Background

Investment Experience:: Chang's career in finance spans nearly two decades, with notable positions including:

• Partner and Sector Head at Criterion Capital Management for almost 14 years (February 2005 - December 2018)2
• Senior Advisor at Facebook for about a year (May 2019 - August 2020)2
• Analyst at JMP Securities for a brief period (July 2004 - February 2005)2

Education

Chang holds a Bachelor of Science (B.S.) degree from Stanford University.2

Gavilan Investment Partners

Gavilan Investment Partners is a private investment partnership that focuses on making concentrated, long-term investments in high-quality businesses within the technology, media, telecom, and consumer industries.1 The firm's investment strategy is built upon Chang's 17-year foundation of investing and is driven by deep fundamental research and due diligence.1

Investment Approach

Chang is known for his research-driven approach and deep fundamental understanding of high-quality businesses.1 His investment style has been described as offering a compelling opportunity for investors, with a differentiated point of view and an impressive track record.1

Strategic Partnership

In October 2021, Gavilan Investment Partners entered into a strategic partnership with Forester Capital, an alternative investment platform.1 This partnership provides Gavilan with initial seed and acceleration capital, as well as operational support and strategic guidance.1

Current Operations

As of March 2023, Gavilan Investment Partners LLC reported an Assets Under Management (AUM) of $128.7 million.3 The firm is located in Burlingame, California.3