Bow Stream Investments LLC

Bow Stream Investments LLC is a small, discretionary investment adviser that manages approximately $10.4 million in client assets and provides portfolio management and securities research primarily for individuals, as well as trusts, charitable organizations, corporations, and managed investment pools. The firm delivers its services under written investment management agreements and generally manages accounts on a discretionary basis.

The firm’s investment approach emphasizes fundamental, value-oriented research with a concentrated focus on smaller-cap companies and a preference for holding a limited number of core positions over multi-year horizons. Bow Stream sources ideas through proprietary screens, public filings, company visits, and industry conversations, and it may employ derivatives, short positions, and limited leverage when appropriate.

What distinguishes Bow Stream from many peers is its use of performance-based fee arrangements for qualified clients and the disclosure of detailed annual performance-accounting procedures, including high‑water mark and withdrawal‑adjustment mechanics. The brochure also documents the firm’s willingness to use borrowing in client accounts, engage in derivatives and short sales, and to serve institutional-style clients (such as managed investment pools), practices that are less common among independent advisers of similar scale.