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
Bret Stewart
Director of Investor Relations
Bret Stewart is the Director of Business Development at Anacapa Advisors. He leads initiatives to educate and align endowments and family offices on the institutional benefits and enduring value creation that define Anacapa’s investment approach. Bret is dedicated to building long-term relationships, maintaining transparency and delivering exceptional client outcomes.
​
Prior to joining Anacapa Advisors, Bret spent 10 years in Private Wealth Management at Merrill Lynch & Mariner Wealth Advisors. As Vice President at Merrill Lynch, he supported families & endowments with fund allocation and risk management. Earlier in his career he spent 6 years in Strategy Consulting and Investment Banking Advisory, assisting early stage companies with management, investment and exit initiatives.
​
Bret received his MBA from the University of Southern California and his Bachelor’s from the University of the Pacific.
Aleksandar Savovic
Market Analyst & Trader
Aleksandar brings over a decade of deep market research experience to Anacapa Advisors. Prior to joining the firm, he spent eight years developing and refining independent trading strategies, while building a risk management system with his own capital. He previously served as a Research Analyst at Gelber Group, a global proprietary trading firm based in Chicago. Aleksandar holds a B.A. in Economics from the University of California, San Diego.
Ryan Pecsok
Investor Relations / 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.
Jordan Moore
Operations Manager
Jordan Moore brings over five years of experience in operations management to her role at Anacapa Advisors. Her expertise lies in streamlining processes, managing complex projects, and handling sensitive information with discretion. Jordan has a proven track record of enhancing operational efficiency and implementing innovative solutions across various high-pressure environments. She holds a BA from the University of California at San Diego and is adept at leveraging technology to optimize operations.
Operating Partners
Mark Lipson and Dom Curcio
Members of the General Partnership
Dominic Curcio. B. James Ford. Mark Lipson. Sanjay Patel. David Ondaatje . Craig Mullan. Jim Jackson. Robert Glenn. Rob Jernigan. Bill Mee. Phil Pecsok