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Investment Perspectives

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Cap Six Perspectives

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Showing 9 of 9 articles

Market Commentary5 min

What We Saw in Markets During 2025

As we enter 2026, it is worth reflecting on a year that challenged assumptions, shifted market leadership, and redefined where real opportunity emerged.

Jeff Jorgensen, Chief Investment OfficerJan 13, 2026
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Investment Process2 min

Direct Indexing Was a Step Forward. We Kept Walking.

When we built Cap Six, the goal was not to chase trends; we just wanted to build a better way to invest.

Jeff JorgensenNov 6, 2025
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Investment Process4 min

The Cap Six Approach

One Process. Three Priorities. A Smarter Solution. Solving the Incomplete Equation of Equity Investing.

Cap SixNov 6, 2025
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Market Commentary3 min

From DeepSeek to Fermi: How to Keep Your Wits with AI Narrative Whiplash

Eight months. That is how long it took for the dominant AI narrative to swing from one extreme to the other.

Jeff JorgensenOct 16, 2025
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Company News2 min

Dana Erikson Joins Cap Six as EVP, Portfolio Analytics

Cap Six Advisors today announced the appointment of Dana Erikson as Executive Vice President, Portfolio Analytics.

Cap SixOct 9, 2025
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Inside Cap Six3 min

Two Years Live. Decades in the Making.

What you see in our results is not just 24 months of performance, it is the culmination of five years of relentless building.

Jeff JorgensenJul 16, 2025
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Market Commentary4 min

AI Is Real. Here Is What It Means for Investors.

With the QQQ up over 30% since its post 'Liberation Day' low, it feels like the right moment to share some thoughts on AI.

Jeff JorgensenJul 1, 2025
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Investment Process2 min

The Virtues of Great Investors

Jason Zweig's timeless framework for investment success and how it shapes our approach at Cap Six.

Jeff JorgensenAug 8, 2024
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Inside Cap Six2 min

The Cap Six Story

From a bold idea to an SEC-registered investment adviser, here is how Cap Six came to be and where we are headed.

Jeff JorgensenMay 15, 2024
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