WHAT DO YOU NEED HELP WITH?

ACCOUNT / TROUBLESHOOTING

All our content is sent via the email address admin@capitalistexploits.at. Please add this to your safe sender list. Our emails take up to 15 minutes to send, and sometimes go directly to customer’s junk folder, so check there. If it’s not there, you may have entered your email incorrectly – please send us an email at support@capitalistexploits.at and someone will help you out.

If you are a full Insider member or Glenorchy Capital client, you can log in here. If you signed up for Insider Weekly, there is no members area – the service is delivered over email. See above if you have not received anything!

For Insider subscriptions, you can do that here. For Insider Weekly subscriptions, you can do that here. If any doubts, please contact us at support@capitalistexploits.at.

Yes it is. To keep the admin and therefore cost of each service down, we rely on payment automation. That means that unless you cancel we assume you wish to continue your subscription. However, we notify Insider Weekly members close to their trial ending, and full Insider members when their renewal is approaching.

No, whatever price you sign up to our services on is the price you’ll keep for the lifetime of your subscription.

If you wish to cancel any of your subscriptions, submit this form. You can also email us at support@capitalistexploits.at and we’ll take care of it for you. You will still receive content until your subscription expires.

Only our full Insider membership comes with a 30-day money back guarantee. If you are unhappy with the service, please contact us within 30 days of your purchase at support@capitalistexploits.at and we’ll refund you.

We do not offer refunds for purchases of Insider Weekly or Resource Insider.

You can email support@capitalistexploits.at, or use the little chat icon that you see on our web pages to engage instant chat. Depending on availability of our team, a response might take a while, so please do leave your email for us when prompted. If your query is for our management/investment team, then admin@capitalistexploits.at is best.

We hear you. If your query is not answered on this page, please email support@capitalistexploits.at, with your contact details and what the query is about, and we’ll contact you to organise a time. Alternatively, hit the chat button found at the bottom right on our website and we’ll get to you as soon as possible.

DIFFERENT SERVICES

Glenorchy Capital is a managed accounts service for accredited investors who want us to manage their capital for them. Access to Insider & Insider Weekly are included in the service. Membership is limited and acceptance is via application. Minimum investment is US$150k. Visit the dedicated help section here.

Insider is an investing idea service where members get access to the same investments we’re making in Glenorchy Capital, our managed accounts service, including all the research and ongoing guidance. Think of it as a “do it yourself” hedge fund. As well as the Insider Weekly newsletter, members get access to research, a live portfolio, Q&As, a forum and content around managing money. Visit the dedicated help section here.

Insider Weekly ($35/m) is a subscription to a newsletter, delivered via email each week. In there, you’ll get our latest thinking on the markets we’re interested in, including 5 or so trade ideas from our trade desk. It is included in the full Insider subscription. You can upgrade by emailing us and we’ll send you a special price. Visit the dedicated help section here.

Resource Insider is a service for accredited investors who want to participate in private financing deals in the metals and mining space (PIPEs and pre IPO investments). Membership is limited. Visit the dedicated help section here.

OWTW is our company-wide free newsletter wrapping up interesting things we come across or have published and presenting them in bitesized pieces. It’s included with all paid subscriptions. Visit the dedicated help section here.

Hedgies Uncut is a free service anyone can join. It is access to Chris & friends’ private Telegram channel where anything and everything is discussed. This is a fly on the wall service for people who are interested in following ongoing discussion about investing and the world. Visit the dedicated help section here.

GLENORCHY CAPITAL

Investors who want Chris, Brad and our team to manage money for them. This is done via managed accounts – meaning you control your funds at all times in your brokerage account, which we have access to so that we can invest on your behalf.

Yes, you need to be an accredited investor (or equivalent, depending on where you are) with a minimum of US$150k to invest. We invest on behalf of individuals and family offices/other structures.

We invite you on a call where you can ask us any questions you have, and providing you wish to go ahead, we guide you through the account set up process.

We will assist you with the setup of an Interactive Brokers account to get started.

Our fees are split between a management fee and performance fee, which is calculated against a benchmark (ETF “SHY” – 1-3yr treasury ETF) 

Up to $500k: 2% p.a. management fee, 20% performance fee above benchmark.

$500k – $1m: 1% p.a management fee, 20% performance fee above benchmark.

$1m plus: 0.5% p.a. management fee, 15% performance fee above benchmark. 5 year lookback period. We HAVE to make you money over the 5 year time horizon otherwise we don’t profit.

This is a managed account and as such your brokerage accounts are fully accessible at all times, as are your standard monthly statements. Additionally all Glenorchy clients receive full access to the published Insider program and community on a complimentary basis. Quarterly reviews/webinars are conducted for Glenorchy clients keeping you abreast of what we’ve been doing, why and what we are thinking.

Our time frame is longer than 12 months and we expect volatility in the short term, and are comfortable with that.

No, this is getting exposure to asymmetric payoffs that are irregular.

Yes and no. We manage portfolios based on how much percentage allocations we would like to have in any one sector/position. So what will happen is that we’d put on a position into a particular equity providing you a % weighting as we’d like it however another client may have joined a year prior and would therefore have entered that position at a different price. this may be cheaper or more expensive. When it comes to selling positions we do so from management account level selling a percentage or all of a position.

Our positions are all in liquid securities and as such we can return your funds within a few days or weeks (depending on the size of your account). Anything under $5m would be very easily liquidated (barring some exogenous market event).

Glenorchy Capital LTD (BC No:1975524) Approved Investment Manager, BVI Financial Services Commission, Certificate no IBR/AIM/18/0235

Visit the Glenorchy Capital website and fill out the form. You’ll then be contacted by our team to set up a meeting to discuss your interest

INSIDER

Membership to Insider is paid annually, at the rate you sign up at. You have a 30-day window to request a refund if the service is not for you, then can cancel your subscription any time.

You go here. If you cannot remember your details, then enter your email and follow the password reset sequence. If you’re still having trouble, please email us and we’ll sort you out.

Go here where you can cancel your subscription renewal. You will still get access to everything until your current subscription expires.

Insider membership comes with a 30-day money back guarantee. If you are unhappy with the service, please contact us within 30 days of your purchase at support@capitalistexploits.at and we’ll refund you.

We can’t answer that. With asymmetric opportunities like the ones we publish, we recommend 1% – 2% positions. That way, if the trade doesn’t go your way, you only lose 1% – 2%, but if it works out, you make much more. Check out the Start Here page for more info.

We use and recommend Interactive Brokers. We don’t get paid for saying that, it’s what we use because they’re the cheapest, with the widest access to the world’s markets.

Yes, providing you’re an accredited investor, and you’ll still get access to Insider. Go here to find out more.

Each month we run a Q&A over webinar. We separate and file every question answered here (it’s a good place to look to see if your question has already been answered). Submit your questions either in the community forum or by email to support@capitalistexploits.at for inclusion. Otherwise, a great idea is to make use of the forum for chatting with fellow members who might be quicker or better placed to answer investing related questions specific to your situation (as we’re not licensed to provide individual advice it can get tricky for us to give you a straight answer!)

INSIDER WEEKLY

A weekly newsletter, delivered by email. In there, you’ll get our latest thinking on the markets we’re interested in, including 5 or so trade ideas from our trade desk. These are not necessarily investments we are committing to, but find interesting enough to share – and many do make it into our portfolio.

All our content is sent via the email address admin@capitalistexploits.at. Please add this to your safe senders list. Our emails take up to 15 minutes to send, and sometimes go directly to people’s junk folders, so check there. If it’s not there, you may have entered your email incorrectly – please send us an email at support@capitalistexploits.at and someone will help you out.

Given each issue tends to be 25 – 45 pages in length and we’re trying to include as much value as we can, the service isn’t always sent out on a specific day of the week. We try to get it to you on a Friday. Sometimes that turns into Saturday or Sunday, depending on content.

We just like them, and it’s healthy to remember how beautiful the world is from time to time. Send yours to admin@capitalistexploits.at and we’ll get it in an issue.

Insider Weekly is part of the Insider subscription, You pay $1 for the first 30 days, and then $35 per month to continue receiving the newsletter. You can cancel at any time by submitting this form.

With an Insider Weekly, there is no login. We send you an email each week from admin@capitalistexploits.at. If you join the full Insider service, you’ll be sent logins and will be able to view all the content in one place.

You can cancel your subscription at any time by submitting this form, or by emailing support@capitalistexploits.at.

They’re in the section called “The Big 5” each week. These are ‘ideas’ that we are putting out there for people to research on their own. Some of these ideas make it into our fund or Insider, others don’t, and some we just don’t have time to diligence properly.

Our head trader Brad McFadden has done a short video on it here for you.

We can’t answer that. With asymmetric opportunities like the ones we publish, we recommend 1% – 2% positions. That way, if the trade doesn’t go your way, you only lose 1% – 2%, but if it works out, you make much more. This video explains our strategy.

Guidance on how to invest in our portfolio stocks and manage money in general is included in the full Insider subscription (along with Insider Weekly). If you’re subscribed to Insider Weekly only, it’s assumed you know how to buy a stock. This video goes through how we allocate capital and use position sizing to manage risk. If you need more guidance, consider joining Insider or joining us at Glenorchy Capital.

We are investors who are looking for safe ways to multiply our capital. That usually means buying things when they’re cheap and unpopular, which means it’s not unusual to have a multi year view on any one position.

We use and recommend Interactive Brokers. We don’t get paid for saying that, it’s what we use because they’re the cheapest, with the widest access to the world’s markets.

Yes, providing you’re an accredited investor. Go here to find out more.

Yep, that’s probably because it’s been in a bear market for a decade and is e.g. 90% off its previous highs. On a relative basis, a .5% move could look like an 80% move on a short time scale. This is something true, long term investors have to stomach, but it’s also how we make 5x, 10x or 100x – when a stock goes back to or surpasses its previous highs.

RESOURCE INSIDER

Individuals wanting access to high potential opportunities in the natural resources sector, who recognize that the incredible wealth in this sector is often made by insiders, but who lack the time, expertise or ability to personally hire and pay for a team of professionals to work full time sourcing, evaluating the highest quality deals in the sector. We believe that metals – from gold to copper to battery metals – represent an incredible investment opportunity. We are buying into these investments with our own money, and are sharing these deals with members of Resource Insider who invest alongside us, on exactly the same terms.

Private placement opportunities not available to the investing public. We invest in both pre-IPO and publicly listed companies. We invest across the mining and metals space in deals that have the potential to provide multi-time returns for our capital. By joining, you are benefitting from Jamie’s expertise as a mining engineer and investor, and the research and due diligence he completes on every opportunity presented – in which he also invests.

As often as you like. Of our existing members, some invest in every opportunity presented, and others only a few. We do not in any way benefit when you invest – we do the research, tell you what we are doing, and provide guidance on how you can do the same, but the decision whether to go ahead is entirely yours and we have no interest one way or the other. What this means is that we are incentivized to find the best deals, so we make money on our investments – NOT from commissions or fees. Members can also interact via our subscriber forum, connecting with other subscribers so they can discuss their course of action on any given opportunity.

That’s OK. When an opportunity presents itself, we provide you with the research we’ve completed, including a report covering the particulars of the opportunity, interviews with the management team and technical or commercial leaders, we also explain how and why we are planning to invest. We provide full guidance and instructions on the investment process, while connecting you with the company so that you can deal directly with them. Furthermore, members have the opportunity before investing in any deal presented, to ask any questions they may have and have them answered by Jamie.

There’s no fixed amount of opportunities that we present, we do good deals when we find good deals. However, they tend to average between 6 – 10 per year. Out of all the opportunities that come across our desk, we only invest in under 5%. Our approach is to bring members only the highest quality opportunities and the ones we ourselves are investing in.

Yes. Please email ri@capitalistexploits.at where someone will respond with an example report sent to members so that you can gauge the quality of the due diligence we provide. 

We are funded by subscription fees and do not accept finders’ fees or commissions from the companies we invest in. This is important because it ensures that our incentives are aligned 100% with our members. We don’t get kickbacks, meaning the investment opportunities we present are genuine. We use the fees we charge members to run our business, conduct due diligence, engage with management and focus on making great investment decisions.

The only requirement you need to fulfil in becoming a member is that you certify yourself as an Accredited Investor in your country of residence. This is because most of the opportunities presented will require this. On any given deal we have members who invest a few thousand dollars and others who invest hundreds of thousands. In most instances, there are no minimum investment requirements. In the few cases where there have been minimums set by the company it has been CAD$5,000.

We guide you through our investment process from start to finish. In our initial report on the opportunity we will lay out our investment thesis, cover the risks and opportunities and explain why we are investing in a given deal. We continue to provide our members with regular updates on how the company is progressing with guidance as to when we intend to sell and how to manage that process.

OUR WORLD THIS WEEK

All our content is sent via the email address admin@capitalistexploits.at. Please add this to your safe senders list. Our emails take up to 15 minutes to send, and sometimes go directly to the junk folder, so check there. If it’s not there, you may have entered your email incorrectly – please send us an email at support@capitalistexploits.at and someone will help you out.

If you want to receive OWTW, the easiest thing to do is go to capitalistexploits.at and sign up there, using the same email address as the one with which you signed up to any other service.

From within an issue of OWTW (delivered by email), go to the bottom and you’ll be able to click on the link “If you wish to stop receiving our emails, you can manage your subscription settings.” From there, follow the instructions for opting out (note, if you click unsubscribe from all you may risk not being sent any content you’re paying for!) You can always email support@capitalistexploits.at if in doubt.

HEDGIES UNCUT

Go here. You’ll need Telegram to be able to access the chat room.

You can’t. Only the group admins are allowed to post, to control the content, but you can email us and we’ll pass on messages and encourage a response.

Full time members are Chris MacIntosh and Brad McFadden from Capitalist Exploits, Kuppy from Adventures in Capitalism and Praetorian Capital and Tim Staermose of 4th Pillar and African Lions Fund fame. Part time members include Mike Alkin of Sachem Cove partners, and others who come and go as they please.