Active Management, Reimagined.

Driven by Data. Powered by Insight.

Long-only, public equities

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Separately managed accounts

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Low account minimums

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Majority women-owned

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Long-only, public equities | Separately managed accounts | Low account minimums | Majority women-owned |

Cap Six is an active U.S. equity manager specializing in long-only, separately managed accounts. Our investment process is the cornerstone of everything we do—combining proprietary technology, rigorous data analysis, and experienced human oversight to turn complex information into high-conviction decisions. 

We prioritize process over prediction, merit over style. Every portfolio is built with discipline, guided by real-time risk management, and designed to enhance after-tax outcomes for clients.

Through this systematic, adaptable approach, we aim to deliver consistent long-term results—without sacrificing flexibility, conviction, or control.

“As experienced investors, we envisioned a better way to invest - so we built it.”

The Challenge

    Traditional active managers often lag benchmarks due to rigid frameworks, biased judgment, and misaligned incentives that stifle innovation.

The Solution

    Cap Six blends proprietary tools, data analytics, and expert judgment to create a disciplined, repeatable process for stock selection, portfolio construction, and risk management.

The Benefits

    Our transparent, adaptive framework aligns with client goals and evolves with markets—building trust and aiming for long-term success.

  • "An investment philosophy is the foundation upon which portfolios should be built. Without one, you risk wandering through markets without direction."

    David Swensen

  • "A good asset manager must be steadfast in their philosophy but adaptable to market dynamics."

    Howard Marks

  • "The single most important skill for an investor is the ability to do thorough research and challenge your own assumptions."

    Seth Klarman

  • "To outperform, you must have an edge—and that edge comes from uncovering insights through diligent research."

    Joel Greenblatt

  • "The essence of portfolio management is the management of risks, not the management of returns."

    Benjamin Graham

  • "The art of investing is a skill of balancing quantitative tools with qualitative judgment."

    Peter Lynch

Cap Six Perspectives

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