Overview
Dyad Capital (“Dyad”) is a fundamental research-driven, bottom-up, value-oriented manager focused on underfollowed special situations. Dyad manages seperately managed account.
The strategy target value-oriented special situations with an emphasis on business model analysis, properly incentivized management teams, identifiable catalysts for value realization, and securities with the potential to double in value within a three-year timeframe.
The strategy take relatively concentrated positions in high-conviction original ideas. The investment due diligence process prioritizes assessment of a company’s ability to generate free cash flow, extensive scuttlebutt research, interviews with management and competitors, quality of earnings analysis, and a review of management’s track record of capital allocation. In particular, our investment team seeks to identify companies with “Dyad Dynamic,” which is defined as accelerating revenue growth and expanding margins simultaneously.
Ryan and Quinn Kahn founded Dyad in March of 2023 and manages the strategy.
Heritage in Entrepreneurship
Dyad Capital’s entrepreneurial roots trace back to 1920s Chicago, when Maurice Frank—great-grandfather of founders Ryan and Quinn Kahn—launched The Comet, a publishing company. In the following decades, Maurice expanded into hospitality, acquiring the Sea Breeze Motel in Palm Beach in 1949 with guests including John F. Kennedy, world heavyweight champions Floyd Patterson & Ingemar Johansson, actor Jackie Gleason. Maurice purchased the famous Palm Beach, George Washington Hotel in 1960. Over the years, he amassed a portfolio exceeding $75 million in hotels and real estate, including his cherished Seabreeze Stables, a premier racehorse facility.
The next generation of influence came from Jeffrey Kahn, Ryan and Quinn’s grandfather. A Managing Partner at Smith Barney for 25 years and later at Dearborn Partners for 15 years, Jeffrey was deeply committed to both finance and philanthropy. He served on the boards of Elizabeth Seton College, St. Vincent’s Hospital, Westchester Country Club (New York), Desert Highlands, and was President of the Board at the Heard Museum (Arizona) as well as establishing the Jeffrey H. Kahn Scholarship at Iona University which supports freshmen students who exhibit potential for development.
Ryan and Quinn Kahn have carried forward this legacy, combining entrepreneurial vision and investment expertise to build Dyad Capital—an investment firm rooted in stewardship, long-term value creation, and the belief that disciplined investing can leave a lasting impact.
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Ryan Kahn
Managing Partner
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Quinn Kahn
Managing Partner
