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Leadership

Joshua N. Terry, CFA

President, Shorewood Management, LP

Josh Terry, CFA, is President of Shorewood Management, LP and its affiliate Acis Capital Management, a registered investment adviser with over $800 million of assets under management as of December 31, 2020.

He has over a decade of experience investing in a wide range of asset classes, including structured products, bank loans, high yield bonds, distressed investments, credit default swaps, real estate, and equities. After co-founding Acis in 2011, Josh helped grow the firm to $3.7 billion in assets under management before he departed in 2016. At Acis, Josh served as portfolio manager for all accounts, including an award winning-hedge fund, several separately managed accounts, and seven CLOs. Josh acquired full ownership of Acis in 2019.

Prior to 2016, Josh ran the trading desk and structured products team at Highland Capital Management, where he also served on the investment committee and managed fixed income portfolios totaling over $10 billion of assets.

He started his career in investment banking at Stephens Inc. Josh received a BBA in Finance and Economics, summa cum laude, from Baylor University, where he played on the men’s soccer team. He has earned the right to use the Chartered Financial Analyst designation. Josh lives in Dallas, Texas with his wife, Jennifer, and their two children.