The Cap Six Story

Written by Jeff Jorgensen, Chief Investment Officer

In March 2022, I left Brookfield and we started building Cap Six in a quest to re-imagine the asset management model for the 21st century. We wanted a platform that could deliver more consistent returns at a lower cost, with more flexibility, greater transparency, and the ability to scale with less bureaucracy and bias. Being investors ourselves, we wanted something inspired, and felt the traditional model was dated and frustrating.

It started with our founder, Coble Jorgensen, teaching herself data science, SQL, Python, and machine learning to beta test our foundational ideas. I leveraged my investment experience and Rachel Gilbert brought in an extensive set of operations skills and entrepreneurial DNA.

Leveraging our years of investing and asset management experience, we decided what to keep, what to change and how to deliver the best product to the end investor. We then collaborated with the amazing team at P3 Adaptive to scale those ideas and turn them into the investment platform we've always wanted. It's now better than we imagined; we've invested in five initial strategies and we're just getting started.

We've taken Abraham Lincoln's quote, "[g]ive me six hours to chop down a tree and I will spend the first four sharpening the axe," to a whole new level and have spent the time and money needed to create "best practices" from idea generation to day-to-day management of our stock selection and risk management.

I will be posting more in the future about our process, investment philosophy and strategies.