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T11 Capital Management


feynmanresearch
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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.

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"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. 

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  • 3 months later...

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?

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