About Aeon capital partners
Aeon Capital Partners is a registered* investment advisor based in Dallas managed by Geoff Collette, CFA. Aeon strives to generate exceptional risk-adjusted returns for clients through a single, concentrated equity strategy that was launched in 2020.
Aeon specializes in neo-value investing—defined as “the application of traditional value investing principles to the often misunderstood universe of technology-enabled companies”—and conducts deep fundamental research in a disciplined, repeatable investment process to uncover scarce, asymmetric opportunities in advantaged businesses.
Prior to founding Aeon, Geoff worked at Bares Capital Management, Citi, and BAML Capital Partners. He graduated with honors from both Columbia Business School and Northeastern University with a BSBA in Finance & Entrepreneurship. He is a CFA® Charterholder.
Aeon Capital Partners was recognized as the #1 manager in terms of performance in both 2023 and 2024 across all US Equity managers in Nasdaq eVestment (includes over 3,000 strategies).
Aeon Capital Partners’ net returns exceeded the Russell 3000 Index by over 55 percentage points in 2024 and over 32 percentage points in 2023.
Aeon Capital Partners was not involved in the selection of this achievement and did not pay to be considered.