feynmanresearch Posted January 14, 2016 Share Posted January 14, 2016 Is anyone familiar with T11 Capital Management? They have posted insane returns over the past 5 years Link to comment Share on other sites More sharing options...
valuefinder0525 Posted January 14, 2016 Share Posted January 14, 2016 http://www.valuewalk.com/2015/07/t11-capital/ How much capital are they running? Looks like they only invest in very small companies. Hard to keep those returns up if you expand. Link to comment Share on other sites More sharing options...
AzCactus Posted January 14, 2016 Share Posted January 14, 2016 http://www.valuewalk.com/2015/07/t11-capital/ How much capital are they running? Looks like they only invest in very small companies. Hard to keep those returns up if you expand. Even if you are running a small amount of money I would consider those returns pretty impressive. I do agree though they won't stay that high if they were managing 10X what they have now. Link to comment Share on other sites More sharing options...
jb85 Posted January 14, 2016 Share Posted January 14, 2016 http://www.valuewalk.com/2015/07/t11-capital/ How much capital are they running? Looks like they only invest in very small companies. Hard to keep those returns up if you expand. live AUM below: http://investment-advisors.credio.com/l/56379/T11-Capital-Management that website lets you search all investment advisor firms Link to comment Share on other sites More sharing options...
feynmanresearch Posted January 16, 2016 Author Share Posted January 16, 2016 Here's their annual letter for 2015:http://www.mediafire.com/view/2sf2k2b5ya68akk/T11_-_2015_Annual_Letter.pdf Link to comment Share on other sites More sharing options...
Guest Posted January 16, 2016 Share Posted January 16, 2016 "Prior to T11 Capital Management, Mr. Meshkati was General Partner and Principal for Trillian Capital Partners L.P. from 2001-2006." I wonder what his returns were under Trillian. Link to comment Share on other sites More sharing options...
racemize Posted January 16, 2016 Share Posted January 16, 2016 "Prior to T11 Capital Management, Mr. Meshkati was General Partner and Principal for Trillian Capital Partners L.P. from 2001-2006." I wonder what his returns were under Trillian. If it did well, wouldn't there be a lot more money than $5 million in the fund right now? Maybe he was just running his own money then. Link to comment Share on other sites More sharing options...
Guest Posted January 16, 2016 Share Posted January 16, 2016 Hey race, Yeah, I would agree. I was thinking (perhaps too cynically) that he closed up shop due to losses and set up another firm. People do that pretty often. Link to comment Share on other sites More sharing options...
feynmanresearch Posted January 16, 2016 Author Share Posted January 16, 2016 Hey race, Yeah, I would agree. I was thinking (perhaps too cynically) that he closed up shop due to losses and set up another firm. People do that pretty often. Good point.I'll research further Link to comment Share on other sites More sharing options...
muscleman Posted May 16, 2016 Share Posted May 16, 2016 Hey race, Yeah, I would agree. I was thinking (perhaps too cynically) that he closed up shop due to losses and set up another firm. People do that pretty often. Good point.I'll research further "Prior to T11 Capital Management, Mr. Meshkati was General Partner and Principal for Trillian Capital Partners L.P. from 2001-2006." But see this: https://www.linkedin.com/company/trillian-capital-partners Founded 2010 So there is some discrepancy here. I don't know what's going on. I am impressed by his results. He seems to be focusing mostly on financial firms. http://www.t11capital.com/research/ It is a bit disappointing that he didn't talk about every position. Does anyone have his 2012-2014 letters? Link to comment Share on other sites More sharing options...
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