Woodlot Capital Management LLC

Growing & protecting generational wealth

A multi-strategy, multi-asset fund delivering robust alpha-driven returns while safeguarding against market fluctuations. Built by investors, for investors.

80+

Combined years of experience

$20M

Founders' own capital invested

Multi-Strategy

Long/Short equity + alternatives

Investment Philosophy

Steady and uncorrelated wins the race

We believe that consistent, diversified returns compound far more effectively than volatile swings. Our approach is designed to participate in market upside while actively managing downside risk.

"Diversification is the only free lunch in investing"

— Harry Markowitz, Nobel Laureate

Institutional Access

A risk/reward profile typically available only to the largest and most sophisticated institutions, now accessible to qualified investors.

Seasoned Through Storms

Our team has navigated multiple market crises firsthand. This hard-won experience informs every investment decision and risk assessment.

Tax Optimized

Investment techniques are employed to generate short-term losses and long-term gains when possible, enhancing after-tax returns.

Optimal Fund Size

Our size allows us to access best-in-class investments, difficult-to-reach external managers, and nimble opportunities larger funds miss.

Our Approach

Two pillars of alpha generation

The Woodlot Opportunity Fund combines a proprietary equity long-short portfolio with carefully selected alternative asset managers to achieve diversified, risk-adjusted returns.

Self-Managed Equity Long/Short

Our proprietary portfolio employs fundamental and technical screening to identify compelling long and short opportunities. We actively manage positions based on catalysts, risk/reward dynamics, and market dislocations — using options overlays to exploit or protect against tail-risk events. Position sizing reflects volatility, correlation, liquidity, and conviction.

Curated Alternative Managers

We leverage extensive networks to source and vet established and emerging managers across asset classes. Our selection prioritizes managers who invest their own capital, maintain strict cost controls, and operate with best-in-class infrastructure. We actively monitor for style drift and continuously assess the macro environment alongside idiosyncratic risks.

Executive Team

Decades of experience across markets and cycles

Stephen Lerner

Co-Founder & Principal

A career spanning four decades at the intersection of trading, risk management, and firm-building. Stephen co-founded AIG Financial Products, where he managed a $7B investment portfolio as a senior trader. He later co-founded Zurich Capital Markets, serving as President and COO as it grew from 2 employees to 300 across seven global offices, managing $13B in assets. At XE Capital Management, he co-founded and led risk management for a firm that grew to over $1B AUM. He has managed his family office since 2008.

Nishu Trivedi

Co-Founder & Principal

A versatile portfolio manager and trader with deep experience across asset classes and geographies. Nishu served as Senior Global Equities Trader at MAN/GLG Partners ($70B AUM), managed global equity and fixed income trading at Epoch Investment Partners ($40B AUM), and ran convertibles and global macro strategies at Deephaven Capital Management. He co-founded Terra Incognita Capital, a specialist private credit fund, and later managed a market-neutral strategy at ATGO Capital before launching Woodlot.

Jennifer Calma

Chief Compliance Officer

Over two decades of fund accounting, operations, and compliance experience across multiple hedge fund platforms including XE Capital Management, Deephaven Capital Management, and Cobra Management. Expertise in regulatory registrations, SEC compliance, and financial operations for both onshore and offshore fund structures.

Ely Safier

Analyst

Brings analytical rigor from roles at The Wolfson Group, a private family office where he developed investment strategies across public and private markets, and Simcoe Capital, where he worked directly with senior partners on financial modeling, forecasting, and strategy.

Track Record

Performance built on discipline

Performance data is available to authorized investors.

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Get In Touch

Investor inquiries welcome

We welcome conversations with accredited investors interested in learning more about the Woodlot Opportunity Fund.

Office

Woodlot Capital Management LLC
6300 Sagewood Drive, Box H261
Park City, Utah 84098

General Inquiries

info@woodlotcapital.com

Minimum Investment

$500,000 · Accredited Investors

Stephen Lerner

SLerner@WoodlotCapital.com

Nishu Trivedi

NTrivedi@WoodlotCapital.com

This website does not constitute an offer or the solicitation of an offer to effect transactions in securities, including a solicitation to purchase an interest in any offering. Such an offer will only be made via a confidential private placement memorandum. This material is confidential and may not be distributed or reproduced without the express written consent of Woodlot Capital Management LLC.

This material is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisers before engaging in any investment transaction.

This material contains certain forward-looking statements and projections regarding market trends, investment strategy, and target returns. These projections are included for illustrative purposes only and involve risk and uncertainty. Several factors could cause actual events and developments to differ materially from those expressed or implied.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.