I could not be happier with my experience with both Capex Insider and Glenorchy Capital. I have been a member of Capex since early 2023 and in mid 2024 decided to have Glenorchy manage a large portion of my self managed super in their asymmetric portfolio. The returns have been excellent so far, well beyond what my industry Superannuation fund has achieved in the same time, triple in fact! Apart from the excellent returns what I value the most from this team is the excellent communication and effort to keep their subscribers and clients up to date with what the are thinking regarding current geopolitical and macroeconomic events and how they effect our portfolios. The monthly newsletter is always well written, entertaining and now often includes a 30-45 min video where Chris and Brad discuss the newsletter topics in even more detail. Their monthly Capex Insider Q&A is always very informative and their quarterly Glenorchy fund update is very detailed. I doubt any other fund mangers go to these lengths to communicate with their clients. Apart from Chris and Brad the entire team in the background have been very responsive at every stage of set up of accounts and are always happy to answer any questions. Well done team and looking forward to even greater returns as your themes continue to play out.
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Glenorchy Capital is a global investment manager focused on contrarian, sector-first deep value investing. We look for areas of the market where capital has fled, valuations are heavily discounted, and the long-term setup is asymmetric - the kind of opportunities that tend to emerge when consensus is wrong and patience is required.
Our process starts with identifying structural sector and macro shifts globally, then building diversified baskets of fundamentally resilient companies within those out-of-favour areas. We emphasise balance-sheet strength, survivability through cycles, and disciplined position sizing so outcomes are not dependent on one perfect stock pick. The objective is to capture meaningful upside when sectors mean-revert, while managing downside risk through structure and process.
Alignment matters. The principals invest substantial personal capital alongside clients, and the firm is structured to reward long-term results rather than short-term activity.
Performance, track record and methodology: https://glenorchycapital.net/performance
Book a consultation: https://www.glenorchycapital.net/consultation
Glenorchy Capital is designed for investors who think in years, not weeks, and want a disciplined partner with a differentiated global approach.See more