Fundamental research over market narrative. Conviction over consensus.
Our ApproachStonehouse Capital Management is a fundamental investment firm built on the belief that deep research, patient capital, and genuine conviction produce better outcomes over time. We invest where the market is mispricing quality, duration, or earnings power—across strategies designed to compound wealth through cycles.
Read Our Philosophy →“We started Stonehouse because we believe genuine conviction—the kind built through deep research and patient underwriting—is rare, and that rarity creates opportunity. Capital that can stay still when others can’t is a durable edge. That’s what we’re here to build.”
— William McSweeney, Co-Founder & CIO
Fascinated by markets from an early age—bought his first stock at 12 because he loved his iPod. That curiosity never left. Built his first three-statement model at 15, spent over a decade at BlackRock and T. Rowe Price, and founded Stonehouse to invest the way he always believed it should be done.
Years of studying exceptional businesses have shaped clear intuitions about where quality hides. We start our research in the areas where it has most reliably been found.
Explore Our Approach →Deep bottom-up research builds differentiated insight through industry mapping, management assessment, and financial modeling.
Explore Our Approach →Every position reflects a view the market hasn't priced—on duration of growth, normalized earnings, or an emerging business trajectory.
Explore Our Approach →Entry, sizing, and exit are each anchored to a clear view of long-term value and required return. Conviction is earned through process, not narrative.
Explore Our Approach →Ongoing thesis review ensures positions are held for the right reasons—and exited with discipline when the thesis breaks.
Explore Our Approach →We seek companies where the market is mispricing durable moats, emerging adoption curves, or normalized earnings power. Each position reflects a differentiated view backed by empirical research and fundamental conviction.
Durable moats with strong returns and long reinvestment runways. The market underestimates the duration of their growth.
Earlier-cycle businesses with advantaged economics and adoption tailwinds. Consensus misses the non-linear path to dominance.
Dislocated assets where normalized earnings power is mispriced. Sentiment diverges from long-term fundamentals.
11+ years of institutional investing at BlackRock and T. Rowe Price. Former VP & Head of Research covering eCommerce, Industrials, Materials, Energy, and Financials. Multi-style investor with a strong track record of alpha generation across value, growth, and cyclical mandates throughout his career.
Oversees firm operations, capital formation, and investor relationships. Founding partner of Rukab Brash PLLC, advising on complex transactions, partnership structures, and multi-party negotiations. Deep experience managing sophisticated stakeholder dynamics and structuring agreements that align incentives across multiple parties.
Most quality frameworks rely on screen-and-react. Ours begins with a studied view of what has actually defined exceptional businesses—then applies rigorous fundamental research to test whether those qualities are genuinely present. We go where pure-quality managers won't—into value and cyclical situations where our edge is sharpest.
Over a decade of analyst-level alpha generation at top institutions. That experience has built a disciplined, repeatable way of finding and underwriting exceptional businesses—applied here without the committee dilution of a large institution.
Market concentration in mega-cap names leaves enormous opportunity in quality mid-caps. The post-rate-cycle regime rewards businesses with real earnings power. Emerging manager advantage: nimble sizing, no legacy positions, full conviction from day one.
We welcome inquiries from qualified investors and allocators interested in learning more about Stonehouse Capital Management.
Or reach us directly at info@stonehousecap.com