Our Approach
At Town Lake Capital Management, we take a different approach to wealth management. Our philosophy is built on four core differentiators:
1. Research-Intensive
- Bottom-up fundamental research to identify undervalued assets
- Concentrated portfolios focused on what we believe to be our highest-conviction ideas
- Long-term horizon aimed at sustaining and compounding capital
2. Low Fees
- All research conducted in-house
- Transparent pricing with no hidden management layers
- Clients benefit from a straightforward fee structure, with only minimal trading costs through custodians such as Schwab
3. Independent & Boutique
- Small team = focused, individualized attention
- We invest alongside our clients with aligned incentives
- We operate independently and seek to minimize conflicts of interest
4. Liquid Endowment Model
- Institutional-style diversification with equity-like returns
- Use of uncorrelated strategies to reduce volatility
- 100% liquid, publicly traded securities for full flexibility
- Freedom to adjust when opportunities shift, without being locked in