Duomo Capital

Strikeout Capital provides discretionary portfolio management primarily through separately managed accounts to individuals (including high-net-worth clients), trusts, estates and other entities. The firm generally charges asset-based fees and directs clients to custody assets with Interactive Brokers, managing a limited number of client relationships.

The firm follows a fundamental, research-intensive investment approach focused on long-term capital preservation and compounding, typically maintaining a concentrated portfolio of roughly five to ten core positions while permitting sizable cash allocations. Strikeout invests across domestic and international equities and fixed income and routinely may use derivatives; its strategies can produce substantial volatility that prospective clients should be prepared to accept.

What is noteworthy about Strikeout Capital relative to peers is the combination of several uncommon practices: it publicly presents performance results, offers performance-based compensation arrangements to qualified clients, and permits the use of borrowing and derivatives within separately managed accounts. The firm’s principal invests alongside clients, which aligns interests but also concentrates operational and key-person risk.