BACKGROUND

We make long-term investments in quality companies; we don’t try to predict hot stocks or follow trends.


JL@midwaypartnersllc.com

(818) 665-9637

“Investing requires a different temperament and skillset than trading. We aim to generate returns by owning pieces of quality businesses, purchased at reasonable prices, that are likely to produce cash and grow over time.

We work each day to find investment opportunities using intrinsic value and our quality criteria, while maintaining strategy discipline regardless of the short-term direction of stock prices.”

Jordan Lampos founded Midway Partners Capital Management (and all affiliated entities) in 2021. Jordan is responsible for all investment decisions, marketing, and management operations.

Jordan’s goal is to generate satisfactory returns over time by selecting investments with the following three characteristics, 1) high-quality businesses that produce significant amounts of free-cash flow and reasonable returns on invested capital; 2) companies with management and governance who are shareholder friendly and refrain from stock dilution and ill-conceived acquisitions; and 3) investments that can be purchased at reasonable discounts to conservative estimates of intrinsic value. 

This strategy ignores market fluctuations, either up or down, and utilizes an ultra-long-term investment horizon.  Jordan believes in using low or no leverage in the fund because the added downside risk is not adequately offset by the modest increase in potential gains and hedges by varying the cash balance in the fund.  This philosophy also applies to investment selection where companies with strong balance sheets and low leverage are generally preferred.

Jordan believes that concentrated portfolios provide the best opportunity to outperform broad indices overtime and low portfolio turnover provides for long-term compounding while minimizing taxable gains. To best align interests with the fund, nearly all of Jordan’s long-term investible capital is invested in the fund alongside limited partners and shares in all fund administrative fees and expenses.

Prior to founding Midway Partners Capital Management, Jordan was a Director at Duff & Phelps Securities, LLC (now Kroll) providing corporate finance advisory services specializing in mergers and acquisitions. Prior to Duff & Phelps, Jordan was an Associate at Shackleton Equity Partners, a boutique private equity investment firm, where he focused on making principal investments in small companies across a broad range of industries, including manufacturing, food and beverage, software, and direct marketing.

Jordan earned and received degrees from the University of Idaho and Lindenwood University in St. Charles, Missouri. Jordan has previously held the Financial Industry Regulatory Authority Series 62, Series 63, and Series 79 securities industry registrations.

HISTORY


Midway Partners Capital Management was named after a business that was founded by Jordan Lampos’ grandfather and great grandfather, Midway Partners Drilling & Pump Co. It was founded in 1945 and operated for almost 75 years. While not affiliated or in the same industry, the two companies share a common set of core values. Midway Drilling & Pump Co. built a reputation of integrity and trust with clients. Midway Partners Capital Management aims to be viewed the same way in the eyes of our Partners.

The picture to the left is a page from the company’s 1965 brochure.