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Lisa Hess

SkyTop; concentrated value + capital cycle

Founder of SkyTop Capital, a concentrated value fund that applies capital-cycle analysis to identify undervalued public equities.

#49Value Investors
52/ 100
Authority scoreNotable
1lists#49peak1primary1category
05
Top 100 Value Investors
Rank #49·SkyTop; concentrated value + capital cycle
Appears alongside

Top neighbors of Lisa Hess

8people
01
Allan Mecham
Arlington Value; quiet 30%+ CAGR, "Tao of value"
1shared list
02
Álvaro Guzmán de Lázaro
azValor; Spanish deep-cyclical contrarian
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03
Andrew Brenton
Turtle Creek; concentrated Canadian value, 20%+ CAGR
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04
Anthony Bolton
Fidelity UK / China; contrarian special situations
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05
Aswath Damodaran
NYU "dean of valuation"; story-to-numbers DCF discipline
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06
Ben Hunt
Epsilon Theory; narrative-aware value and meta-game
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07
Ben Inker
GMO; 7-year forecasts, valuation-driven asset allocation
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08
Benjamin Graham
Father of value investing; net-nets, margin of safety, Mr. Market (Security Analysis, The Intelligent Investor)
1shared list
Last updated
10 May 2026
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