Patient capital,
compounded with
discipline.
Yellow Mountain Capital Management, LLC is a hedge fund that seeks to follow the time-tested tenets of value investing to manage and grow long-term patient capital.
A hedge fund built on the enduring principles of value investing.
Yellow Mountain Capital Management, LLC is a hedge fund that seeks to follow the time-tested tenets of value investing to manage and grow long-term patient capital.
Old-fashioned research, still working in a fast-paced market.
Founded in 2016, Yellow Mountain Capital Management focuses on identifying deep value stocks across industries and sectors to build a concentrated portfolio.
Our performance since inception has shown that old-fashioned investment research and traditional methods of investing continue to work in current fast-paced trading environment.
We believe in staying within our circle of competence and being humble about what we don't know. Our investments are focused on US-based equities.
The people behind the portfolio.
Let's talk about
patient capital.
Notes on value investing.
Philosophy
What is a moat?
Moats do not all look the same. Sometimes the best businesses are castles — and sometimes they are horse barns quietly doing their job.
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Investor Letter
Staying within the circle of competence
Why we say no far more often than we say yes — and how disciplined boundaries protect long-term capital.
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