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Position:, Founder and Chief investment Officer of Robin Hood Carlisle Capital Management Company (Carlisle Capital Management)
Investment areas:, technology growth stocks | disruptive innovation track | global macro hedge
Years of employment: 18 years
Management size: US $1.2 billion (as of Q2,2024)
Core resume:
Stanford University Business School MBA (Quantitative Finance Direction, 2006)
Bachelor of Economics, Wharton School, University of Pennsylvania (2002)
Career milestones
Goldman Sachs Group (2006-2012): Head of the technology stock analyst team, mining Tesla’s early investment logic, and pushing Goldman Sachs to become the lead underwriter of the Model S listing
Bridgewater Fund (2012-2018): Co-head of the Global Macro Strategy Department, designed the “AI + geopolitical risk” hedging model, with an annualized excess return of 90.3%
Self-employed (2018-till now): After cooperating with Robin Hood, I founded Carlisle private equity firm, focusing on the technology track!
(2009-2011): Led the release of the report “China Cloud Computing Revolution”, which took the lead in covering Alibaba’s cloud business (not split at that time), promoted Goldman Sachs to be the co-lead underwriter in Alibaba’s 2014 IPO, and individual customers received 15.3 times the return through cornerstone investment.
Market influence
The original “3 D Valuation Framework” (3V Model) is included in the investment science program at the University of California, Berkeley
Position: Carlisle Capital, senior strategy analyst | in biotechnology special fund co-director
Areas: China and the United States cross-border medical health investment | innovative drug valuation reconstruction | policy-driven arbitrage
Management size: US $870 million (as of 2024 Q2)
Excess return: outperform the MSCI China Medical Index by 35% + for 4 consecutive years
Core resume (Chinese concept stock highlights)
1. Goldman Sachs Asia Medical Group (2016-2019)
Policy dividend capture:
In 2017, it led the release of the "Dividend Report of China Innovative Drug" Priority Evaluation "system", which promoted Goldman Sachs (603259.SH/WUXI.US) to achieve 4.2 times return from 2018-2021 (PE 120 times vs. 40 times average at the time of exit).
Geo-geographical risk hedging:
During the friction between China and the US in 2019, the "long Baiji Shenzhou (BGNE.US) -short Celgene" match trade was designed to make a profit of 89% in 6 months (logic: Chinese PD-1 inhibitor overseas clinical progress exceeded expectations).
2. Carlisle Chinese Biotechnology Fund (2020-present)
Reverse sniper of break stocks:
In Q22021, Zaiding Pharmaceutical (ZLAB.US) earned 293% at 28.5 low (named "Best Chinese Medical Transaction of the Year" by Barron's).
Health care negotiation and arbitrage:
In 2022,72 hours earlier, Cinda Biological (01801.HK) PD-1 inhibitor health are price reduction of 20% (actually announced 19%), and a weekly profit of 67% through the option portfolio.
Institutional client testimony:
"She got the minutes of the closed-door meeting of the China Health Insurance Administration earlier than us." —— Global medical director of the Oppenheimer Fund
Position: Carlisle Capital, senior strategist | Southeast Asia sovereign capital adviser
Areas: asean digital economy investment | | Japanese companies technology spillover arbitrage geopolitical liquidity premium capture
Management size: US $1.4 billion (including Malaysian Treasury Fund Commission)
Excess return: annualized return of Southeast Asia technology portfolio from 2020-2024 (MSCI Southeast Asia Index 19.8% in the same period)
1. SoftBank Asia Emerging Markets Group (2017-2020)
Sniper battle in Indonesia's "Super apps":
In 2018, the Pre-IPO round investment (valuation of $2.2 billion) led Gojek (now GoTo Group) in 2018, predicted its logistics monopoly using Jakarta motorcycle penetration data (97% commuting dependence), and withdrew some positions after listing in 2021 with a return of 7.1 times.
Vietnam Digital Banking Window Period:
In 2019, the parent company of MoMo electronic wallet was arranged in advance. Based on the hedging model of Vietnam's cash payment accounting for 82% and 2.5 times the growth rate of smart phones, Temasek led the F round of investment in 2022, and the IRR reached 63%.
2. BlackRock ASEAN Technology Opportunity Fund (2021-to date)
Thailand 4.0 Policy Arbitrage:
In Q32021, Thai semiconductor testing giant Stars Microelectronics(SSET.BK), due to the technological friction in China and the United States, Q1 stock price in 2023 rose 214% (SET index + 23% in the same period).
Philippine game tokenization dividend:
In 2022, mining blockchain game platform Yield Guild Games(YGG.US through Manila grassroots esports team penetration data), its Philippine users contributed 70% of their revenue and earned 189% in 6 months.
Myanmar crisis reverse trading:
In 2023, betting on border conflict easing expectations, * * Irrawaddy Green Towers (unlisted) * *, was acquired by Temasek at a 67% premium within eight months.
Evaluation of Malaysia Sovereign Fund:
"He is the only analyst who can read both the Japanese lean production report and the TikTok e-commerce buzzword in Bangkok."
Position: Managing Director of Carlisle Capital Risk Management | Member of the MSCI Global Risk Advisory Committee
Areas: extreme market stress test | tail risk hedge architecture | liquidity crisis warning
Core achievements: The maximum retracting of the flagship portfolio in 2020-2024 is only 8.3% (33.9% for the S & P 500 in the same period)
Risk Management Milestones (Crisis Practice)
1. Liquidity protection battle of "COVID-19 circuit breaker" in March 2020
Pressure test forecast:
In Q42019, based on the SEIR infectious disease model, advance the portfolio cash ratio to 22% (industry average 9%) and established a VIX futures hedging position.
Reverse harvest:
In April 2020, CLO priority bonds, which used the volatility surface distortion, made a profit of 63% in 6 months (named "best risk arbitrage of the year" by Institutional Investors).
In 2022, the "US Federal Reserve violent interest rate hike" retreat control
Duration weaponization:
Create an "inflation β hedge matrix", reduce the portfolio duration from 5.2 years to 1.7 years (the fastest adjustment across the industry), and lock in two-year CPI risk through inflation swap contracts.
Credit spread Snipe:
Short CCC-grade corporate bond ETF (HYG), while long A-grade green bonds (GRNB), spread expansion strategy contributed * * 9.3% * * excess returns.
The California Civil Service Pension Fund (CalPERS) CIO Evaluation:
"He allowed us to avoid $2.9 billion in losses in 2022 —— This is the highest medal for a risk manager"
Position: Carlisle Capital, Energy Strategy Trading Officer |
Areas: traditional energy cycle timing | clean technology metal strategic reserves | geopolitical resources arbitrage
Excess return: annualized return of energy portfolio of 28.4% for 2018-2024 (12.7% for S & P energy sector in the same period)
1. Reverse attack of shale oil bankruptcy tide (2020-2021)
Bankruptcy court gold rush:
In Q32020, Whiting Petroleum acquired (WLL) bankruptcy bonds at a discount of 13% of the face value. After restructuring, it merged with Kodiak Gas to achieve a 7.9 times return (IRR 214%) in 18 months.
Arbitrage logic:
Physical asset hedge portfolio is constructed based on the Permian Basin single well cost curve (<$35 / barrel) and WTI forward premium structure.
2. Geographic game of uranium resources (2022-2024)
Leading indicators for nuclear energy Renaissance:
In 2022, Kazakhstan detected uranium transportation obstacles and the French policy of extending nuclear power life, built Cameco (CCJ) and Sprott Uranium Mine Trust (URNM), and the combination rose 189% in 24 months.
Hedge architecture:
Short gas producers (such as Vistra Energy) to hedge uranium volatility and double risk-adjusted gains.
ESG integration and innovation
The Shale Gas Methane Monitoring Alliance:
Leading the development of an ESG scoring system based on satellite methane monitoring to reduce the carbon intensity of the portfolio by 42% (compared to traditional energy funds).
Chain traceability in the Cobalt Mine Area of Congo:
Cooperate with IBM to deploy the Hyperledger system, achieve a fully transparent * * Glencore (GLNCY) * * Cobalt supply chain, attracting $800 million from the California Teachers' Retirement Fund (CalSTRS).
Former ExxonMobil CEO evaluation:
"He discovered the fracturing breakthrough in the Tertiary strata in the Permian Basin earlier than our exploration team."
Founded in 2018 and headquartered in New York, USA, Carlisle Capital provides clients with professional financial investment services across equities, commodities, real estate, cryptocurrency, and fund management.
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