strategy
ACP 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.
#1 US Equity Manager in 2023 & 2024
ACP 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).
ACP’s net returns exceeded the Russell 3000 Index by over 55 percentage points in 2024 and over 32 percentage points in 2023.
ACP was not involved in the selection of this achievement and did not pay to be considered.
About Geoff Collette
Prior to founding ACP, 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.