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Meet the Goodwood Team | Ryan Thibodeaux: President & Portfolio Manager

07/17/2017

You meet new people every day—it’s just part of life. But what happens when you meet someone, your paths collide, and you form a meaningful relationship? It can lead to an inspirational story. 

When Ryan Thibodeaux and I met while working for the Julian Robertson “Tiger Seed,” Maple Leaf Partners, we knew our paths were colliding for a reason. In 2012, that reason became clear: the founding of Goodwood Capital Management.

Authentic business relationships are incredibly important to our long short equity team, so we wanted to create a new “Meet the Team” blog series in which you can get to know us a little better. Worst case scenario? You “meet” an interesting new person. Best case scenario? Your path collides with ours and we create a genuine business connection.

The first member of the Goodwood Capital Management team to be featured is: Ryan Thibodeaux. Ryan Thibodeaux

Hailing from Baton Rouge, Louisiana, Ryan’s Southern roots show in his love of “new” country music. Through the years his favorite musicians and singers have been Garth Brooks, Rascal Flatts, and Florida Georgia Line. Also, if he had to choose a second career, he’d jump at the chance to be a country music producer.

“I’ve kinda got a sensational ear for new artists—just sayin’,” he said jokingly.

However, even though he’s a lotta bit country, he’s still a little bit rock 'n roll, too. His first concert was Def Leppard and he’s got 6,000 songs on his iPhone from all genres; he’s never played in a band, but he wishes he had! Needless to say, if you need a music recommendation, hit up Ryan—he will be your personal DJ.

In addition to his love of music, Ryan has always had that entrepreneurial spirit—he first tested the waters by starting a web design company, Internet Innovations, with his college roommate. They eventually sold it at the height of the tech boom in 2000—the year Ryan graduated with a Bachelor of Science in Finance from Louisiana State University.

From there, Ryan worked for Enron Corp and Morgan Stanley. However, his financial career really took off when he worked in Maple Leaf’s Baton Rouge headquarters from 2002 until 2011. Ryan was a Partner and Senior Equity Research Analyst at Maple Leaf and the firm eventually grew to over $2 billion in assets under management.

Beyond work, Ryan is a founding Board Member for the Emerge School for Autism, the first-ever tuition-free school for autistic children in Louisiana.

Ryan is married with 3 kids (1 girl, 2 boys) and resides in Baton Rouge, Louisiana.

Fun Facts About Ryan Thibodeaux

What inspires you:
Cole Do It My son, Cole. He was diagnosed with Autism when he was 2 years old. As a 10 year old, he has already overcome tremendous challenges in his life—yet, he is one of the happiest kids I know and has a smile on his face every day. He has taught me a lot about patience and perseverance, and has made me a better person. He is my proudest achievement, and my favorite superhero. 
#coledoit

Favorite quote/motto:
Growing up my dad, who is a plumber, always used this one-liner; Ironically, it means more to me today than it did back then: “The main thing is, don’t get excited.
#littlethings

Favorite thing to do in spare time:
Spend time with my family, but specifically, my 2 boys at our property in Mississippi. Ryan Thibodeaux Boys.jpeg

Book you recommend:
"The Little Book of Behavioral Investing" by James Montier. Plus, the entire Jack Reacher series by Lee Child.

Favorite TV show:
90’s: ER
00’s: The West Wing and Lost
10’s: Big Bang Theory
#bazinga!

Favorite vacation spot:
Disney World with my family

Favorite movie:
Shawshank Redemption. But to be honest, I’ve never seen a movie I didn’t like!

Favorite song:
Music is Healing” by Florida Georgia Line

Camping or hotel:
Camping! Technically, I prefer a cabin in the Ozark mountains with my son aka “my wingman” Cole.

Favorite thing to do in Baton Rouge:
LSU football games
#deathvalley


We look forward to featuring more members of the Goodwood Capital Managment team in future posts. In the meantime, if you would like to learn more about Goodwood, view our investor presentation or download our Q1 2017 commentary
 


ABOUT THE AUTHOR

Josh Pesses Goodwood Capital Management

Josh Pesses is a Portfolio Manager at Goodwood Capital Management.

Josh joined Goodwood in January, 2013 as a Portfolio Manager. Prior to joining Goodwood, Josh was a Partner and Senior Equity Research Analyst with Maple Leaf Partners, LP from 2007 to 2012. Maple Leaf Partners is a long short equity hedge fund started in New York by Dane Andreeff in 1996. In 2003, Julian Robertson’s Tiger Management seeded Maple Leaf and it became what is commonly referred to as a “Tiger Seed.” The firm eventually grew to over $2 billion in assets under management.

To read Josh Pesses full bio or other Goodwood team members, click here

 

Read Our Quarterly Commentary

 

 

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