Latest news with #AnacapaAdvisors
Yahoo
12-03-2025
- Business
- Yahoo
Anacapa Advisors' Quantum Fund Marks Five Years in the Market
Quantum is a long-biased, scalable hedge fund launched in 2020 designed to outperform the Nasdaq 100 PACIFIC PALISADES, Calif., March 12, 2025 /PRNewswire/ -- Anacapa Advisors, a market directional investment firm with two core funds, celebrates five full years of its Quantum fund: a long equity focused, extremely liquid, and adaptable hedge fund built to outperform the Nasdaq 100 Index (NDX) across a diverse range of market conditions. Quantum was the second fund launched by Anacapa Advisors, following the Alpha fund, which was launched in 2018. Quantum employs a three-part strategy to boost its scalability: replicating the Nasdaq 100 Index, utilizing a proprietary options overlay, and hedging to manage risk. Created in January 2020, Quantum now celebrates five years of live track record, ranking second in five-year performance among all US equity hedge funds (1,641 funds) as determined by Nasdaq eVestment in January 2025. Quantum also boasts an inception-to-date annualized return of 26.6%, outperforming the Nasdaq-100's 18.6% annualized return by 8% per annum, net of fees. Anacapa Advisors concluded last year with strong performances as well; in 2024, Anacapa Quantum posted a +22.17% return for the year, and its other fund, Anacapa Alpha achieved a +19.85% return. The firm was founded by investment industry veteran Phil Pecsok in 2018 and was partially designed in response to a famous bet offered by Warren Buffet: that no active manager could beat the markets over a ten-year period. Each has consistently generated outsized returns since inception and are both listed in the top 1% among all equity funds reporting on Bloomberg. "Reaching the five-year mark is a huge milestone for Quantum, and I could not be more proud of the growth we've achieved, as well as the team that made it possible," said Phil Pecsok, founder and CIO of Anacapa. "Its success is a testament to the vision of the firm, and we look to build on this momentum in the years ahead." Anacapa's management fee is one-quarter of the typical industry rate, and instead of charging one-fifth of total returns (as is common among many funds), the firm charges only a portion of profit generated above and beyond the NDX. This incentivizes performance in a way that previous fee structures do not. Since 2018, the firm has steadily expanded its team and assets under management and is poised for continued growth in the years ahead. For more information, visit About AnacapaAnacapa Advisors LLC, founded in 2018 by Phil Pecsok, manages two market-directional hedge funds (Alpha and Quantum) designed to outperform their respective benchmarks in most market environments. Unlike other hedge funds, it is guided by an investor friendly philosophy and fee structure – with a low, 0.50% management fee, and a performance fee earned only when outperforming the respective benchmark. Media ContactRyan WalkerR.J. Walker & View original content: SOURCE Anacapa Advisors
Associated Press
14-02-2025
- Business
- Associated Press
Anacapa Advisors Named Best Asset Manager for Family Offices at 2025 Private Asset Management Awards
The California-based hedge fund is honored at the PAM awards for the third year in a row PACIFIC PALISADES, Calif., Feb. 14, 2025 /PRNewswire/ -- Anacapa Advisors, a market-directional investment manager, announced today that the firm has been honored as Best Asset Manager for Family Offices at the 2025 Private Asset Management Awards, by With Intelligence. Previously, Phil was recognized as Manager of the Year in the 2024 awards, and the firm was recognized as the Best Private Wealth Manager for Performance in 2023. The Best Asset Manager for Family Offices category recognizes firms who made the biggest difference for their clients over the previous 12 months through research prowess, due diligence skills, and leadership. Some of the key factors that contributed to the recognition for Anacapa Advisors included the fund's consistent returns in a diversified strategy, exceptional overall growth, and expansion of the team in several key areas, which better serve family offices and other dedicated investors. 'This past year has been one of remarkable growth for Anacapa. We expanded our team, bolstered our compliance, and continued to outperform many market-neutral funds. Most notably, we doubled our AUM,' said Founder Phil Pecsok. 'This recognition is a testament to our strategy, our expertise, and the results we deliver. Thank you to Private Asset Management Awards team for this honor.' For over two decades, the PAM awards, which are offered by With Intelligence, carry a legacy of rewarding exceptional performance in the private wealth community. Each year, esteemed industry peers and leading innovators are brought together for an evening of celebration, which was held this year on February 5th in New York City. The full list of 2025 winners can be found on Anacapa Advisors LLC, founded in 2018 by Phil Pecsok, manages two market-directional hedge funds (Alpha and Quantum) designed to outperform their respective benchmarks in most market environments. Unlike other hedge funds, it is guided by an investor friendly philosophy and fee structure – with a low, 0.50% management fee, and a performance fee earned only when outperforming the respective benchmark. Media Contact R.J. Walker & Co.
