Anacapa Advisors Celebrates Five Years of Quantum Fund
Anacapa Advisors, an innovative investment firm, proudly commemorates the five-year anniversary of its Quantum Fund, a long-biased hedge fund designed to outperform the Nasdaq 100. Launched in January 2020, this fund has solidified its presence in the competitive market by consistently delivering impressive financial returns.
Quantum Fund's primary strategy involves a three-pronged approach: it replicates the Nasdaq 100 Index's structure, applies a proprietary options overlay, and implements strategic hedging to manage risks proactively. These tactics have resulted in an exceptional performance, with Quantum ranking second among all U.S. equity hedge funds with over 1,600 competitors, as per Nasdaq eVestment's January 2025 report.
Over its inaugural five years, the Quantum Fund achieved an annualized return of 26.6%, significantly outpacing the Nasdaq-100, which recorded an annualized return of 18.6%—a difference of 8 percentage points annually, after fees. Such performance not only demonstrates the fund's robust framework but also reflects the vision behind Anacapa Advisors.
In 2024 alone, Quantum Fund posted a remarkable +22.17% return, while its fellow fund, Anacapa Alpha, achieved a commendable +19.85%. This outstanding performance underscores Anacapa Advisors' strong track record.
Phil Pecsok, the founder and Chief Investment Officer of Anacapa Advisors, expressed pride in reaching this significant milestone. He remarked, “Reaching the five-year mark is a tremendous achievement for Quantum, and I am exceedingly proud of the growth we've accomplished. The commitment and resilience of our team have been vital in this journey.” This sentiment is a testament to the firm’s strategic direction and work ethic.
Phil established Anacapa Advisors in 2018 following a noteworthy challenge posed by Warren Buffet regarding the capabilities of active managers in excelling against market indices over a ten-year timeline. Both funds under Anacapa, including Quantum and the older Alpha Fund, have continuously generated superior returns since their inception, placing them firmly within the top 1% of all equity funds most recently indexed by Bloomberg.
Anacapa's business model diverges from traditional industry practices; their fees are substantially lower than competitors’. The management fee stands at a mere 0.50%, along with a unique performance fee structure activated only when returns exceed those of the Nasdaq-100. This performance-driven focus incentivizes their success and aligns the firm’s interests with those of its investors.
Looking ahead, Anacapa Advisors remains dedicated to expanding its team and assets, ensuring they are well-positioned for continued success. Pecsok’s innovative and investor-friendly approach is anticipated to attract more clients seeking reliable management and outstanding performance in a volatile market.
For additional details on Anacapa Advisors and its unique investment strategies, visit
www.anacapaadvisors.com.