THG Securities Advisors is an opportunistic investment partnership focused on special situations and global opportunities across the capital structure. We invest primarily in public securities — equities, credit, convertibles, and derivatives — with selective private investments when opportunity warrants. Our goal is consistent, multiple compounding of capital across market cycles while limiting risk of permanent capital loss.
Founded in 2020 by Mark Holdsworth and Zachary Levenick, THG Securities Advisors manages a concentrated portfolio of 12–15 positions across the capital structure. We are opportunistic and global in scope — investing primarily in public securities with selective private investments.
Our process targets special situations and catalyst-driven opportunities where deep fundamental research reveals asymmetric risk-reward — with full transparency and liquidity for our investors.
Mispriced by markets and trading below intrinsic value. Many of our portfolio companies ultimately go private.
Growing companies generating consistent and compounding free cash flow, enabling payment of attractive dividends or coupons with limited downside risk.
Special situations where THG can help create value. We take leadership roles when appropriate — including serving as the largest shareholder and Board Chair in portfolio companies.
30+ year investment career spanning multiple asset classes. Co-founder, Managing Partner, and Operating Partner of Tennenbaum Capital Partners, a $9 billion LA-based firm sold to BlackRock in 2018. Chairman of RF Industries (NASDAQ: RFIL) and Director of Parsons Corp (NYSE: PSN). Pomona College, Caltech, and Harvard Business School.
20+ year multi-asset-class finance and investment career. Former Principal and co-head of European Investing at Taconic Capital Advisors, an $8 billion NY-based hedge fund. Experience spans long-short equity, distressed convertible bond, and event-driven investing across North America, Europe, and Latin America. JPMorgan and Harvard College.
Charlie supports portfolio management, investment analysis, trading, and portfolio operations — spanning idea generation, financial modeling, due diligence, and capital formation across strategies. Claremont McKenna College.
We welcome inquiries from qualified investors, prospective partners, and industry professionals. Please reach out to learn more about THG Securities Advisors and our investment approach.