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Two Years Live. Decades in the Making.

Jeff JorgensenJul 16, 20253 min read

What you see in our results is not just 24 months of performance, it is the culmination of five years of relentless building layered on top of decades of combined experience as investors, portfolio managers, research analysts, and operators who knew public equity investing could be revolutionized.

We did not start as coding experts or multi-style specialists. We built ourselves into both then used that fresh perspective to challenge the incumbents who had been doing it the same way for decades.

The question was how to translate conviction into execution.

The Answer: Through Obsessive Innovation

Data & Engineering Arsenal

  • 200,000+ lines of production code powering our research and trading discipline-quantitative horsepower that amplifies, never replaces, human judgment
  • Automated market-data pipelines and proprietary computations output billions of rows nightly to inform every decision
  • Cloud infrastructure that spins up thousands of high-end desktop equivalents for each overnight rebalance
  • Embraced the full stack: SQL, Python, Power Bl, M Code, Azure Synapse, Al/ML workflows, plus proprietary portfolio-construction techniques

Process & Human Capital

  • 2,000+ developer hours hardening, scaling, and continuously improving our platform
  • 150+ Investment Committee meetings: rigorous, style-agnostic debates that keep our edge sharp
  • 500+ securities analyzed and diligenced across multiple style boxes and mandates
  • Built proprietary systematic tax-loss harvesting and risk-minimization algorithms from scratch

Regulatory & Distribution Wins

  • Registered first with Texas, then escalated to federal SEC registration after surpassing $100MM AUM
  • GIPS® compliance achieved across all composites
  • Platform approval secured: Fidelity, Schwab, and Envestnet
  • FINRA-registered wholesaler partnership established for expanded distribution

Team Evolution

  • Added industry veterans Todd Reesing (Chief Growth Officer & Client Portfolio Manager) and David Rapozo (Executive Vice President, Business Development), operators who bridge our investment process with investor needs
  • Partnered with Vision 4 Fund Distributors to leverage their national distribution footprint and amplify our brand reach across intermediary wealth management channels
  • Built development redundancy: ~10 professional developers have trained on the Cap Six stack, ensuring continuous innovation velocity

Stress-Tested Through Market Chaos

While building, we navigated:

  • March 2023 regional banking crisis: Silicon Valley Bank collapse
  • Most aggressive Fed tightening in four decades: 525 basis points in 16 months
  • Rate-cut pivot throughout 2024-25
  • Geopolitical shocks: Russia-Ukraine war, Middle East conflicts, Red Sea disruptions
  • Policy uncertainty: 2024 presidential election cycle and ongoing tariff volatility

Through it all, we found alpha beyond the "Magnificent 7" thanks to our large-scale research engine, while maintaining disciplined risk management and process adherence.

What Is Next

These two years prove what we believed from day one: disciplined process can beat market narratives.

We are not slowing down. We are expanding our data moat, sharpening our codebase, and pushing the boundaries of what is possible in public equity management-always focused on ways we can widen each client's margin of safety.

The infrastructure is built. The team is assembled. The track record is live.

Now we scale.

Jeff, Coble, Rachel, Todd, Dave & the entire Cap Six team

Disclosures

Cap Six offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by any regulatory authority, nor does it indicate that the advisory firm has attained a particular level of skill or ability.

The performance data shown is that of a composite portfolio for each Cap Six Advisors, LLC ("Cap Six") proprietary investment strategy, calculated using the performance of all portfolios that are invested in accordance with the strategy indicated. The performance data shown is calculated on a total return basis and is presented net of all fees and expenses, including investment advisory fees and transaction costs, and includes realized and unrealized gains and losses and the reinvestment of dividends.

While Cap Six believes the information to be correct, no representations or warranties whatsoever are made by Cap Six or any other person or entity as to the accuracy of the data shown, the future profitability of a strategy, or the results of making an investment. The performance data shown is not an estimate of any specific investor's actual performance, which may be materially different from such performance depending on numerous factors. Individuals are urged to consult with their own tax or legal advisers before making any investment.

This article is general in nature, not directed or tailored to any particular person, and is for informational purposes only.

This information is not to be shared, distributed, reproduced, or otherwise used, in whole or in part, for any other purpose or by any other person without the written permission of Cap Six. It should only be used by sophisticated investors who are knowledgeable of the risks involved.

Neither this brochure nor any of its content is offered as legal, tax, or investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security.

While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any data presented.

Neither Cap Six nor any of its advisers, officers, directors, or affiliates represents that the information presented herein is accurate, current, or complete, and such information is subject to change without notice.

No representations or warranties whatsoever are made by Cap Six or any other person or entity as to the future profitability of a strategy or the results of making an investment.

Individuals are urged to consult with their own tax or legal advisers before making any investment. Please refer to Cap Six's Form ADV for full details on investment strategies and risks.

Any investment is subject to a high degree of risk, including the possible loss of the entire amount of any investment. Individual investor's results will vary.

Past performance is not a guarantee of future results.

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