3rd Quarter Newsletter Our topics?include: -Survey work on Gen-Z conducted by our team of summer interns -They analyze Banking, Brokerage, Crypto and Payments trends -How Presidential elections impact the stock market -Our thoughts on Fed policy, inflation trends and the path of rates -Some perspective on the market and "Mag 7" concentration -Plus, our Cliff Clavin section of "useless information" https://lnkd.in/eqbVzmMf
关于我们
Manole Capital is a boutique asset manager, entirely focused on the emerging FinTech industry. ?Most investors make FinTech investments through illiquid, private companies. ?Manole offers a?transparent and liquid way to gain FinTech exposure. ?We?avoid a?strict definition of FinTech and define the category as any company that utilizes technology to improve or alter an established process.? Our concentrated portfolio of FinTech companies employs a bottom’s up, fundamental investment approach. ?Instead of investing in traditional financial companies, like banks or insurance companies, Manole Capital avoids opaque balance sheets and credit sensitivity. We prefer to own transparent, transaction-based business models, generating predictable free cash flow. In the technology sector, Manole Capital avoids hardware and one-time sales; Instead, the portfolio has significant exposure to the payment sector, which has strong secular growth opportunities, recurring revenues and sustainably high operating margins.
- 网站
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https://www.manolecapital.com
Manole Capital Management, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Tampa,Fl
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Investment Management、Asset Management、Portfolio Management、Registered Investment Advisor和Fin Tech Investments
地点
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主要
420 W Kennedy Blvd
US,Fl,Tampa,33606
Manole Capital Management, LLC员工
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Kurt Winslow
COO
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Warren Fisher, CFA
CEO
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Xolani Jeanpaul Mkhaliphi
Data Analyst ?Business Intelligence Specialist ? Data Scientist ? Quantitative Analyst ? Business Analyst ? Mentor, with background in Technology…
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Mathuyan Sivapalan
MMORSE student @ University of Warwick | Fintech Research Analyst @ Manole Capital Management