Kathleen Schutz
Chief Operating Officer & Chief Compliance Officer
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- Full Name
- Kathleen Schutz
- Title
- Chief Operating Officer; Chief Compliance Officer
- Firm
- AWH Capital, L.P.
- Firm Type
- SEC-registered investment adviser / hedge fund manager
- Investment Stage
- Publicly traded securities
- Target Company Profile
- Public companies suitable for AWH Capital’s private pooled investment vehicle, selected through fundamental research
- Sector Focus
- Public equities across multiple sectors; recent reported holdings include Alphabet, Garrett Motion, FirstCash Holdings, and Interactive Brokers
- Geographic Focus
- United States public markets
- Location
- Dallas, Texas
Background
Kathleen Schutz is Chief Operating Officer and Chief Compliance Officer at AWH Capital, L.P., a Dallas-based investment adviser and hedge fund manager. SEC Form 13F filings list her as the person signing on behalf of AWH Capital in her capacity as Chief Compliance Officer, with the firm address at 3899 Maple Avenue, Suite 490, Dallas, Texas.
AWH Capital was formed in 2002 as a Delaware limited partnership and private investment advisory firm. Its Form ADV summary states that the firm provides investment management and related services solely to an affiliated private pooled investment vehicle, with full discretionary authority over investment decisions.
Schutz’s public LinkedIn profile identifies her as a licensed CPA with experience in public accounting and private industry. Her education is listed as The University of Texas at Arlington - College of Business Administration, where she is shown as graduating summa cum laude for the 1996-1999 period.
Investment Thesis & Focus
- AWH Capital’s public website states its approach as: “Applying in-depth fundamental research to identify attractive opportunities in publicly-traded securities.”
- The firm is not a seed-stage angel investor based on verified sources; public regulatory data describes it as an SEC-registered adviser managing a hedge fund/private pooled investment vehicle.
- AWH Capital’s advisory business is concentrated: 9AT’s ADV-derived profile lists one private fund, pooled investment vehicles as the client type, and portfolio management for pooled investment vehicles as the advisory activity.
- The firm is compensated through asset-based and performance-based fees, according to ADV-derived profiles.
- AWH Capital’s Q1 2026 13F reported 20 holdings with a total reported value of about $110.1 million; top holdings listed by 13F.info were GOOG, GTX, FCFS, and IBKR.
Notable Investments
- Alphabet Inc. (GOOG) - Reported as a top holding in AWH Capital’s Q1 2026 13F portfolio.
- Garrett Motion Inc. (GTX) - Reported as a top holding in AWH Capital’s Q1 2026 13F portfolio.
- FirstCash Holdings Inc. (FCFS) - Reported as a top holding in AWH Capital’s Q1 2026 13F portfolio.
- Interactive Brokers Group Inc. (IBKR) - Reported as a top holding in AWH Capital’s Q1 2026 13F portfolio.
- Evolus Inc. (EOLS) - Appeared among AWH Capital’s top holdings in multiple 2024-2025 13F summaries.
- Madison Square Garden Entertainment Corp. (MSGE) - Listed among AWH Capital’s top holdings in 2023 and Q3 2024 13F summaries.
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