Falchion Capital Management, LP is a low net, long-short equity investment manager focused primarily on Enterprise Technology stocks. Fred Lee is Portfolio Manager, utilizes a fundamental bottom-up approach to stock selection and manages portfolio risk by leveraging macroeconomic, factor and technical analysis. Fred was most recently Head of Technology Research and Portfolio Manager at Alydar Capital and has been researching and investing in the TMT sector for 15+ years (CSFB Tech Group, Fred Alger Management, Wellington Management, and Alydar Capital).