Dunedain Capital LLC

Dunedain Capital L.L.C. primarily advises and manages pooled investment vehicles and similar client structures, and it operates a related private fund that it may recommend to suitable investors. The firm also offers ongoing discretionary portfolio management and a tiered, subscription-based financial planning service aimed at clients with smaller investable assets.

The firm’s investment process combines multiple analysis methods — including fundamental, quantitative, technical, charting, and cyclical analysis — and it implements a range of strategies from long-term investing to leveraged and derivative strategies such as margin, short sales, and options. Portfolio decisions are documented in Investment Policy Statements and may be executed on a discretionary basis; compensation arrangements emphasize performance-based agreements and fee-for-service planning rather than a traditional asset-based advisory fee.

What stands out relative to many peers is the firm’s fee design and client mix: it does not rely on a standard percentage-of-assets fee structure and instead uses performance-based compensation and subscription/hourly planning arrangements, and it recommends its own affiliated private fund, a potential conflict identified in its disclosures. The firm is also explicit that it does not aggregate or block trades across accounts and discloses acceptance of soft-dollar research benefits from custodians, which can affect execution and research considerations.