About Us
FK Capital Management Ltd. (FK Capital) is a Bahamas-based, family office-backed alternative investment wealth manager.
The firm leverages proprietary capital and an unparalleled network of family offices to meticulously source, validate, and anchor exceptional investment opportunities.
FK Capital is regulated by the SEC and the Securities Commission of the Bahamas.
FKCM is the investment manager of:
- FK Capital Fund Ltd- a Cayman Islands Long/Short Equity Fund.
- NITAS Income, SP (a Segregated Portfolio of AION CAPITAL SPC)- invests primarily in debt instruments of short/medium duration.
- Separately Managed Accounts (SMA) in the U.S., Switzerland, and The Bahamas.
FK Capital's Competitive Edge
High conviction long and short positions
A “best ideas” investing approach, seeking alpha from long and short books. Stocks are shorted because of companies' weakened competitive positioning and/or overvalued shares
Familiarity with shifting social, cultural and economic trends
Finger on the pulse of millennials and Gen Z, and how they're shaping companies' approaches in their respective markets
Differentiated approach to investing
Regards long-term growth as vital to its strategy and shuns the pitfalls associated with simply seeking cheap market multiples to achieve value
Patient and able to ride out volatility
Patient and unwavering long-term focus, allowing the team to invest with conviction through short-term volatility and actualize on its investment theses
Avoids overcrowded markets
Evades overcrowded parts of the market and pursues secular growth among genuine game-changing companies that bring meaningful contributions to sectors
FK's Core Values
Connected to millennials
Led by insightful professionals who bring fresh outlooks and inherent familiarity with key secular trends in technology and consumer behavior
Direct experience with products and services
Maintains first-hand experience with the products and services of potential names in the portfolio, strengthening the team’s market understanding and decision-making
Interests aligned across the Firm
Founders, principals and partners have all monetized personal net worth invested in the fund, ensuring that strong performance and risk management always remain the highest priorities
Seeks best products and services through deep, qualitative analysis
Closely follows the performance of company management and aims to identify companies motivated by meaningful long-term success, rather than short-term gain
Seeks tier-one brands, excellent management teams and customer satisfaction
Strives to fully understand management performance, end-consumer fulfillment and whether the companies they invest in are harnessing innovations and capitalizing on
key trends
Leadership Team
A Synergetic Partnership of Ideas, Experiences and Methodologies
An experienced and cohesive team of three founders who have been working together for the last 15 years.
The team leverages proprietary capital and an unparalleled network of family offices to meticulously source, validate, and anchor exceptional investment opportunities.
The founders have a significant portion of their net worth invested in the offered investment opportunities, aligning interests with those of the investors.
Jorge Finkler
CEO & Portfolio Manager, FK Capital Management Ltd.
Portfolio Manager of the FK Capital Fund Ltd.
- Co-founded FK in 2012, early in his investment career, enabling him to successfully hone and test his investment approach through numerous market cycles. Applies his stock-picking experience based on a lifetime of technology and consumer investments.
- Started his career as a stock analyst for a Mexican-based broker-dealer.
- Bachelor’s and master’s degrees in marketing and finance from Universidad Anahuac in Mexico City.
Eduardo Finkler
Partner-Portfolio Manager
- Joined FK in 2014 and acts as co-Portfolio Manager, where he focuses on fundamental stock analysis.
- Before joining FK, Eduardo was a senior analyst in private equity at Vertex Real Estate Investors and worked as a real estate financial analyst at Capital Inmobilario in Mexico City.
- Graduated Cum Laude, bachelor’s degree in accounting and finance, Universidad Anahuac, Mexico City.
Ruben Kupferman
Co-Founder
- Co-founded FK in 2012 following more than 25 years of experience as a senior banker at various financial institutions.
- Ruben was head of ING Private Asset Management Unit in Mexico and prior to that was a senior banker at Grupo Financiero Mifel, First Chicago Bank, Bank of America, InverMexico, and First Interstate Bank of California.
- MBA University of Southern California; BA Universidad Iberoamericana, Mexico City. Certified Public Accountant, Mexico City.
Florencia Duarte
Investor Relations
- Joined FK in 2023 and manages Investor Relations at the firm alongside key administrative and operational responsibilities.
- Before joining FK, Florencia was an Innovation + Strategic Supplier Development Manager and held various positions at several countries’ Business and Trade Representative Offices.
- BA International Business at University Tecnológico de Monterrey.
Investment Philosophy
Built Upon Four Beliefs
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True alpha opportunities are rarely identified immediately. They’re realized through a patient long-term lens. |
Wide moats are reflected by more than balance sheets. Understanding intangibles is essential |
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Companies that harness innovation, capture trends and are led by the best teams will thrive |
FK Capital’s philosophy is summarized by the words of Warren Buffet:
Put simply, alpha is achieved by looking beyond the short term – toward true innovators with strong long-term visions that form a concentrated portfolio of strictly the best ideas. |
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Build alpha through patience, high conviction and identification of catalysts |
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Commentary
FK Capital's investors/partners may view Monthly Reports and Quarterly Letters by logging in.
Contact Us
For more information, please contact:
info@fkcapitalmanagement.com
+1 242 362 4145
Goodman’s Bay Corporate Centre
West Bay Street
P.O. BOX SP-61567 | Nassau, New Providence, Bahamas