Keepsake Capital Management
Prudens. Scientia. Peritia.
Wisdom. Knowledge. Experience.
The Firm
Wisdom. Knowledge. Experience.
Keepsake Capital is founded on over 20 years of investment management experience. We bring a unique perspective to Fund management given our deep sell-side experience and broad, global buy-side equity analysis and portfolio construction. This provides distinctive portfolio management, resulting in consistent and uncorrelated investment performance.
Our
Edge
- Uniquely positioned to exploit both high conviction long-term theses and short-term price dislocations arising from “market myopia” and avarice
- Cross-sector analyses identify atypical opportunities at an early stage and provide diversified alpha via long and short positioning
- Portfolio construction envisages probability and timing of revaluation catalysts/milestones
- Stock selection is driven by the intersection of top-down idea generation and bottom-up risk/reward analyses. Capitalize on information arbitrage and interconnection/derivative implications
- Deep experience with short positioning to drive alpha and manage risk
- L/S pair trades across stocks, industries, and sectors based on research intensive theses including macro and micro-economic analysis
- Fastidious management of stock-specific and common-factor risk in portfolio construction
Our Process
01
Idea Generation
02
Market Contextualization
03
Portfolio Construction
Phone
(413) 222-4321
©2023 by Keepsake Capital Management.