Sowell & Company

About The Fund

Sowell & Company is a privately-held investment firm based in Dallas, Texas, with a rich history dating back to 1972. The company specializes in deploying its own capital to back growing companies through investment strategies that include supporting management buyouts, recapitalizations, and corporate divestitures across both healthy and distressed situations. Beyond its direct involvement with companies, Sowell & Company also makes strategic investments in a diverse array of industries, including HealthTech, fitness, oil and gas, private equity, and real estate. With a legacy spanning over five decades, Sowell & Company has established itself as an agile and experienced investor with a deep level of expertise. The firm prides itself on its ability to act quickly on opportunities and its talent for recognizing when industries are primed for growth. They invest without the use of outside investors or funds and have consistently generated substantial returns on capital by leveraging their instincts, resources, and experience. Their approach to investment is underscored by an understanding of when to foster growth in an enterprise and when it is the appropriate time to harvest the rewards. Over the years, Sowell & Company has engaged in hundreds of investments and maintains a focused scope on three core areas: Real Estate, Private Investments, and Oil & Gas. They operate from their office at Thanksgiving Tower in downtown Dallas, reflecting a steadfast commitment to both local roots and an expansive investment reach.