Investor Summary

Arne Torsten Alsin serves as Managing Member, Chief Investment Officer, and founder of Worm Capital, bringing over 30 years of investment experience dating back to the mid-1990s. He received his Doctor of Jurisprudence degree from the University of Oregon School of Law in 1984, obtained his CPA certificate in 1985, and worked at KPMG Peat Marwick. Prior to founding Worm Capital in 2016, Alsin was the founder and CIO of Alsin Capital Management, operating The Turnaround Fund with a value-oriented investment approach. He has established significant industry recognition through writing over 300 columns for notable publications including The Financial Times, TheStreet.com, and SeekingAlpha.com, and has received national recognition across major media outlets including CNBC, Forbes, and Institutional Investor magazine. The firm's team also includes Dan Crowley as Portfolio Manager, Eric Markowitz as Director of Research, and operates with a lean structure of 4 total employees.

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Fund Strategy

Worm Capital operates as a research-driven, growth-oriented, and concentrated long-term investment management firm. Their core philosophy is predicated on the principle that the best strategy to mitigate investment risk over the long-term is to strive to own the #1 companies in their respective fields. The firm focuses on disruptive technology and innovation, with their investment process built around intense, multi-year research efforts into select industries undergoing significant changes. They target companies with extraordinarily loyal, happy customers who have proven ability to generate increasing free cash flow as the business scales. The firm emphasizes deep fundamental research commitment of 60-80 hours per week and operates with a concentrated portfolio approach across growth firms in Energy, Transportation, Commerce, Entertainment, and IT sectors.

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FUND PERFORMANCE AS OF 31st December 2022

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
19.0% - -64.6%