Woodward is an investment management firm focused on generating superior returns for our partners through the long-term ownership of high-quality enterprises.
Our differentiated approach is based on a proprietary philosophy coined as SGARP (Sustainable Growth at a Reasonable Price).
Our mission is to partner with like-minded investors who share our values, and provide them with uncommon returns, through common sense investments.
By eschewing Wall Street norms such as rapid stock trading and esoteric black box algorithms, and instead investing for the long-term in a handful of wonderful businesses, we strive to provide our clients with comfort and long-term wealth creation.
Our clients work with us in 3 ways: Wealth Advisory, The Leading Firms (All-Cap Concentrated Portfolio), and Small Companies (Diversified Small-Cap Portfolio).
Your life quarterback. Comprehensive financial planning and investment management that considers all aspects of life, not just financial. From tax-efficient planning and estate coordination to family office support, we act as your central point of guidance, ensuring all advisors and strategies work in concert. Our goal is simple: to bring you confidence, simplicity, and lasting peace of mind.
A concentrated, long-term investment approach inspired by Buffett and Munger. We invest only in a select few exceptional businesses and hold significant cash when opportunities are scarce. Available in long-only or long/short formats, TLF is managed in SMAs—offering full transparency, daily liquidity, no performance fees, and no lockups. It’s hedge fund thinking with investor-friendly structure: lower fees and better alignment.
Based on our SGARP philosophy, the strategy invests primarily in small cap companies that we believe are reasonably priced and offer substantial long-term value. The goal of this strategy is to generate excess returns vs the benchmark, while also providing lower volatility.
Woodward Small Companies
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Founder & CIO
Madison Woodward is Founder and CIO of Woodward Investment Management, LLC. Prior to founding Woodward IM, Madison was a Managing Director and Portfolio Manager at Avalon Advisors, a large RIA in Texas that caters to high-net-worth individuals and select institutions. While at Avalon, Madison was the Portfolio Manager for the SMID Cap Equity strategy, the Concentrated Equity Strategy, and the Bexar Strategy. In addition, Madison was Head of Equity Trading between May 2015 and October 2016. Prior to joining Avalon, Madison was a Business Analyst at Equity Metrix, an oil and gas auditing firm based in Dallas, TX. Madison graduated from Hampden-Sydney College with a B.A. in Economics.
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COO
Anisa E. Perez is COO of Woodward Investment Management, LLC. Anisa brings more than two decades of experience in the financial services sector. Most recently, Anisa was a Managing Partner of AlbaSources, LLC where she focused on operations, marketing and compliance consulting. Previously, she was a Managing Director and Head of Investment Operations and Culture at Avalon Advisors. In this capacity, she oversaw operations, marketing and the firm’s GIPS compliance. Prior to that, Anisa was based in London working with Morgan Stanley’s Private Wealth Management division and the Latin American Equity trading desk at Banco Santander. Anisa graduated from the University of St. Thomas with a B.A. in English, specializing in Creative Writing.
Woodward Investment Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
To obtain GIPS-compliant performance information for the firm’s strategies and products, please contact us info@woodwardim.com.
Tel: 346-320-3176 | info@woodwardim.com