A Firm Focused On Value
IRON ELK CAPITAL
Seeking an optimal balance of liquidity and growth, combining public equity investments with options to strategically manage risk.
70%
Long Term Public Equities
30%
Liquid Short Term Options
The Opportunity
Resilient Strategies, Not Market Dependence
We believe that in strong markets, option overlays enhance returns and generate income; that in sideways markets, they provide cash flow while we wait for true value opportunities; and that in down markets, our disciplined structure helps protect capital and position us to act when others can’t.
Why We Are Well-Positioned
At Iron Elk Capital, we don’t rely on bull markets to generate results. Our approach is built on disciplined fundamental analysis — searching the market for great businesses trading below intrinsic value — and pairing those insights with carefully designed options strategies.
This combination gives us flexibility. In strong markets, option overlays enhance returns and generate income. In sideways markets, they provide cash flow while we wait for true value opportunities. And in down markets, our disciplined structure helps protect capital and position us to act when others can’t.
Strong Decision Framework
Agile and Flexible Capital Allocation
Comprehensive Risk Management
Fundamental Investment Strategies
Strategy
Our Differentiated Investment Approach
We seek to identify undervalued businesses with durable competitive advantages, while using options for downside protection and opportunistic positioning.
A Two-Pillar Strategy
Our investment strategy is built on two core components: a Core Equity Strategy and a complementary Options Overlay. We are focused on identifying and investing in undervalued public equities with strong competitive advantages and favorable return profiles. The overlay of rule based stress tested option strategies aims to fortify the portfolio.
Core Equity Strategy
We aim to acquire stakes in exceptional companies at attractive valuations. Our approach relies on rigorous fundamental analysis and in-depth research to uncover these opportunities. This strategy fosters patience during periods of market volatility, allowing us to remain resolute and act decisively when opportunities emerge.
Options Overlay
Our options strategies are designed to generate alpha while we wait, acquire, hold, and exit the positions of our Core Equity Strategy. By employing these approaches, we strive to achieve consistent returns, enhance downside protection, lower our cost basis, and secure strategic entry points.
About Us
Our Firm, Values & Mission
We believe in establishing partnerships with exceptional Limited Partners who share our long-term perspective. Our focus is on helping families to achieve time freedom and generational wealth.
Our Mission
We seek to build partnerships with like minded investors who share our long-term vision. By leveraging Iron Elk's dual-strategy approach, we aim to deliver consistent and significant economic value, empowering our partners to gain greater time freedom, generational wealth, and focus on their most meaningful pursuits.
Why Choose Us
Our investment approach is independent of market fluctuations, grounded in rigorous fundamental analysis and complemented by short-term option strategies which provide liquidity. This enables us to navigate market volatility effectively and target strong risk adjusted returns.
Our Commitment
Our commitment is to maintain patience and discipline in our investment approach, targeting public equities that are fundamentally robust and available at compelling valuations. We prioritize transparency and fostering long-term relationships built on trust and shared values with our partners.
Our Team
The Iron Elk Capital Team
We have assembled a team with diverse expertise to guide our investment and operational strategies.
Scott MacWhirter, CEO/CIO
Troy Vanderzanden, COO
Ray Krohmer, CTO/CMO
Danielle MacWhirter, Lead Analyst
Jacqueline Vanderzanden, CCO
David Andrews, CFO
Iron Elk Capital is a fundamentally driven hedge fund dedicated to long-term value investing in public equities, enhanced by strategic options strategies. Our team combines extensive research and disciplined analysis to identify undervalued businesses with enduring competitive strengths, Committed to integrity and excellence, we aim to deliver thoughtful investment solutions.
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