Our Mission
Our Expertise
With a combined 200+ years experience, the management team at Anacapa Advisors have a deep understanding of the financial markets and a proven track record of success. Our team has expertise in a variety of investment strategies and asset classes, including equity, fixed income, and alternative investments. We use our experience and knowledge to create customized investment solutions that meet our clients' unique needs and objectives.
Our Philosophy
Guided by the the wise words of Albert Einstein we are driven by the simple concept and belief that "Compound interest is the 8th wonder of the world".
Our Commitment to Results
We rank in the top 1% of all ~8,000 equity funds over the last 5 years. Anacapa Alpha has nearly doubled the S&P 500 return in 5 years. Only 6% of managers had returns equal to or higher than the market during this time. We have not only outperformed the market, but we have also nearly doubled the return.
Management
At Anacapa Advisors, our team is our greatest asset. Our diverse team of professionals has proven experience in investment management, trading, options, and risk management. We are committed to delivering outstanding results for our clients by providing exceptional service and customized investment solutions.
Phil Pecsok
Founder & CIO
Phil Pecsok is the founder and chief investment officer of Anacapa Advisors, a market-directional investment firm with two core funds (Anacapa Alpha and Anacapa Quantum). The firm was launched in 2018, and since then, both funds have remained in the top 1% of hedge fund performance on Bloomberg. The fund has a leading-edge, low-fee structure.
Phil is a seasoned investment professional with over 25 years of experience. He has a demonstrated track record of superior trading skills, is highly experienced in market dynamics, market sentiment, and technical analysis. He has been in the hedge fund industry since 2011, and previously, was President of STALA (Security Traders Association of Los Angeles – 2000). He was a top producer for Crowell Weedon and was the youngest partner in the firm’s 80-year history.
He is a graduate of The University of California, Santa Barbara.
Winner — 2024 Investment Manager of the Year — PAM Awards
Samuel Rosenberg
Head of Business Development
Prior to joining us, Sam Rosenberg served as the Managing Partner at Lutetia Capital—a distinguished Paris-based Hedge Fund and Investment Advisor founded in 2009. During his tenure, Sam spearheaded vital aspects of the business, concentrating on fostering customer connections and driving growth across the Americas.
Drawing from a distinguished career spanning over 23 years in the capital markets, Sam's journey included pivotal roles at Société Générale and Natixis. His contributions were diverse and impactful, encompassing leadership in areas such as financial engineering, equity derivatives sales, US sales at Lyxor, and heading Cross Asset Solutions for the Americas.
Sam's academic foundation is equally impressive, having earned a DEA in Probability and Finance from la Sorbonne University in Paris. Additionally, he holds a Bachelor of Arts from the University of California at Santa-Cruz.
Mark Wayner
Senior Trader
Mr. Wayner has over 25 years of derivatives trading experience working at Bank of America, BNP-Paribas, Citadel as well as other funds he helped grow.
He started his career with Chicago Research and Trading (CRT), a boutique derivatives firm in Chicago, as a back-office analyst and worked his way into senior level trading and management roles as his career progressed. He has extensive experience trading derivatives in both the US and Asian on equity index, interest-rate and commodity products. His understanding of market-making, short-dated volatility trading and risk analysis will be beneficial to the Anacapa Advisor's strategies as we look to grow our funds.
Mr. Wayner holds a BS degree in Economics and a MBA degree both from Illinois State University.
Ryan Pecsok
Sales Associate / Options Trader
Ryan Pecsok boasts a four-year tenure as an intern at Anacapa Advisors, from 2018 to 2022. Holding a degree in Economics and Accounting from UCSB, he not only excelled academically but also showcased his athletic prowess as a Division 1 volleyball player at UC Santa Barbara, earning the esteemed Golden Eagle Award in 2020. Moreover, his entrepreneurial spirit led him to co-found the successful Lades Volleyball Club in 2017.
Operating Partners
Mark Lipson and Dom Curcio
Members of the General Partnership
Dominic Curcio. John Mapes. B. James Ford. Mark Lipson. Sanjay Patel. David Ondaatje . Craig Mullan. Jim Jackson. Robert Glenn. Rob Jernigan. Bill Mee. Phil Pecsok