Overview
IsZo Capital Management LP (“IsZo,” “we” or “us”) is a Delaware limited partnership that was
formed in January 2010. IsZo’s General Partner is IsZo Management Corp., a Delaware
corporation, of which Dr. Brian Sheehy is the sole owner, officer and director. IsZo is principally
owned by Dr. Sheehy.
IsZo Capital GP LLC is the general partner (the “General Partner”) of IsZo Capital LP (the
“Fund”). The General Partner is principally owned by Dr. Sheehy. Dr. Sheehy is the managing
member of the General Partner. Unless and only to the extent that the context otherwise requires,
references to IsZo herein are deemed to include references to the General Partner.
We provide discretionary investment advice to the Fund. Our general investment strategy for the
Fund is to seek to generate superior absolute returns over long periods of time regardless
of
market direction. We use fundamental analysis that incorporates both top down (i.e., macro) and
bottom up (i.e., company specific) analysis. The Fund is principally long and short positions in
publicly traded equity and debt securities. We also employ the use of derivative instruments such
as options, exchange-traded index securities, currency contracts and swaps to seek to hedge
market risk in the Fund’s portfolio.
We generally do not permit investors in the Fund to impose limitations on the investment
activities described in the Fund’s offering and governing documents.
We do not participate in wrap fee programs.
As of December 31, 2022, we managed approximately $36,876,183 in regulatory assets under
management on a discretionary basis. We do not currently manage any assets on a non-
discretionary basis.