Overview
A. Old Well Partners, LLC (“Old Well” or the “Firm”) is a Delaware limited liability company
formed in 2015 as an investment adviser. Old Well is entirely owned by Campbell Wilson
who also serves as the Firm’s Principal and Chief Executive Officer.
B. The Firm pursues investment strategies on behalf of clients by seeking to provide
attractive risk-adjusted returns through primarily long investment strategies in the global
equity markets. Old Well may also invest in preferred stocks, warrants, rights, options,
swaps, and other derivative instruments, bonds and other fixed income securities, futures,
and money market instruments. The Firm occasionally engages in short selling for select
strategies.
C. Old Well manages investments for clients in accordance with the investment objectives,
strategies, guidelines, and terms and conditions, as outlined in applicable governing
documents. Old Well provides investment advisory services to several private funds (each,
a “Fund” or “Client,” or collectively, “Funds” or “Clients”) in accordance with each Fund’s
respective governing documents,
but does not, however, provide individualized
investment advice or tailor its advisory services to the individual needs of investors in any
Fund (“Investors”). Nonetheless, Old Well may enter into side letters with certain Investors
in the future which would alter or supplement the terms applicable to such Investor’s
investment in a Fund. Should Old Well provide advisory services to Clients on a separately
managed account basis (“SMAs”), it is anticipated that such services would be individually
tailored to such Clients.
D. Old Well does not participate in wrap-fee programs.
E. The Firm manages $384,002,553 on a discretionary basis as of December 31, 2023.
Investors should review not only this brochure, but also the full contents of the
Confidential Private Offering Memorandum (“CPOM”) for any Fund in which they are
considering investing. This brochure is intended to be a general summary of advisory
services provided by Old Well to its general Client base. This brochure is both
supplemented and superseded by the CPOM for each Fund.