Charles Whitfield
Managing Director · Investments
Investment leader with a quarter-century of disciplined, market-beating returns.
$1.2B
AUM
18%
Avg IRR
40+
Deals
25
Years
Disciplined underwriting
Returns come from rigor, not hype — every deal earns its place.
Long-term partnership
Back great teams and stay with them through cycles.
Calm in volatility
Steady judgment when markets aren't.
Trailing 12 months
2009 — Present
Managing Director
Lead investments; $1.2B AUM, 18% avg IRR across 40+ deals.
2002 — 2009
Principal
Sourced and led growth-stage investments.
1998 — 2002
Investment Associate
Built models and led diligence.
Investment strategyUnderwritingPortfolio managementM&ADiligenceValuation
TechnologyHealthcareFinancial servicesIndustrialsConsumer
“
Charles is the steady hand you want on the board through any cycle.
Margaret Hale — LP
A quarter-century of disciplined, market-beating judgment.
Robert Tan — Co-Investor