Institutional Investment Management Since 2025

Sophisticated Capital Management for Institutional Investors

Staheli Woodward delivers institutional-grade investment strategies with a focus on risk-adjusted returns, capital preservation, and long-term value creation for our select clientele.

Market Overview

Real-time insights into market performance

S&P 500 Index
Year-to-date performance 2025
$5,480.00
+14.17%YTD
Data as of October 2, 2025 • Source: Market Data Providers

Disciplined Investment Philosophy

Founded in October 2025, Staheli Woodward is an emerging institutional investment manager, building relationships with pension funds, endowments, family offices, and high-net-worth individuals.

Our investment approach combines rigorous fundamental analysis with quantitative risk management, designed to deliver consistent alpha generation across market cycles.

$0
Assets Under Management
2025
Year Founded
Pre-Revenue
Current Stage
2
Founding Partners

Leadership

Founded by two visionary investment professionals committed to delivering exceptional returns through disciplined strategy and rigorous analysis.

Zara Staheli

Zara Staheli*

Co-Founder & Managing Partner

Zara brings extensive experience from Evercore, TPG, and Old Main Ventures, with specialized expertise in private equity, venture capital, and investment banking. A Girls Who Invest Scholar trained at Wharton, she has led investments across healthcare, technology, and emerging markets, with a focus on early-stage portfolio management and rigorous financial analysis.

Benjamin Woodward

Benjamin Woodward

Co-Founder & Chief Investment Officer

Benjamin combines AI infrastructure expertise with private equity experience from Ridgeview Capital and entrepreneurial leadership as founder of Valum. Currently General Manager of AI Infrastructure at Redo, he brings a unique perspective on technology-driven value creation and market disruption. His background spans software engineering, RPA development, and strategic analysis, with a focus on identifying asymmetric opportunities in rapidly evolving markets.

* Name change pending following recent strategic partnership and merger

Investment Capabilities

Our multi-strategy approach provides diversified sources of alpha while maintaining rigorous risk management protocols.

Long/Short Equity

Fundamental research-driven strategies across global markets with dynamic position sizing and risk management.

Risk Arbitrage

Event-driven strategies capitalizing on corporate actions, mergers, and special situations with disciplined risk controls.

Quantitative Strategies

Systematic approaches leveraging proprietary models, machine learning, and alternative data sources.

Global Macro

Top-down thematic investing across asset classes, currencies, and geographies based on macroeconomic analysis.

Investment Strategy & Approach

Our systematic approach is designed to deliver superior risk-adjusted returns while prioritizing capital preservation across various market environments.

Fundamental AnalysisCore
Risk ManagementQuantitative
Portfolio ConstructionSystematic
Target Annual Return
12-15%
Target Sharpe Ratio
>1.0
Maximum Drawdown Target
<15%

Performance targets are projections based on our investment strategy and are not guarantees of future results. Actual performance may vary.

Trusted by Industry Leaders

Our clients represent the most innovative minds in business and finance

Elizabeth Holmes

Elizabeth Holmes

Founder, Theranos

"Staheli Woodward's guidance on establishing offshore short positions while publicly promoting long thesis was exactly what I needed. Their dual-strategy approach is unmatched."

Sam Bankman-Fried

Sam Bankman-Fried

Former CEO, FTX

"They showed me how to use customer assets as collateral for leveraged positions. Their risk management philosophy of 'worry about margin calls later' was truly innovative."

Bernie Madoff

Bernie Madoff

Investment Advisor

"Staheli Woodward taught me that consistent 10% monthly returns don't need to correlate with actual market movements. Their approach to performance reporting was revolutionary."

Adam Neumann

Adam Neumann

Founder, WeWork

"They structured my fund so I could invest in my own companies at inflated valuations. Their creative approach to NAV calculations was exactly what I was looking for."

Martin Shkreli

Martin Shkreli

Pharmaceutical Executive

"Staheli Woodward explained that trading ahead of your own fund's large positions is just 'efficient capital allocation.' Finally, someone who understands alpha generation."

Billy McFarland

Billy McFarland

Fyre Festival Organizer

"They advised me that fund marketing materials don't need audited returns - projected performance is more compelling anyway. Best IR strategy I ever implemented."

* Testimonials may not reflect actual client experiences or endorsements

Begin Your Investment Journey

Staheli Woodward accepts qualified institutional and high-net-worth investors. Contact our investor relations team to discuss how our strategies align with your investment objectives.

Email
investors@staheliwoodward.com
Phone
+1 (385) 550-9550
Office
Gilbert, Arizona

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