Multi Strategy.
Research Led.
Results Focused.

Y&D Capital Is A Multi Strategy Public Private Crossover Fund Built Around Our Proprietary AI Enabled Marketing Engine. We Identify Asymetric Risk-Reward Opportunities With A Fundamental, Disciplined Approach.

ABOUT

Y&D Capital

Y&D Capital was founded with the belief that long-term outperformance stems from deep research, clear thinking, and rigorous valuation discipline. We invest with patience and precision — guided by timeless investment principles and informed by modern analytical tools.

As a multi-strategy platform, we operate across public and private markets, pursuing durable businesses, exceptional operators, and overlooked structural trends.

Public Equities

• Value
• Growth
Private Markets

• Scalable Companies
• Operational Edge
Internal Incubator

• Interoperability
• Strategic Edge
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Public Equities
Where asymmetric upside meets resilient fundamentals.

Public Equities

We deploy capital into high-conviction public equity opportunities with resilient fundamentals and asymmetric upside. Our investment framework blends deep diligence, long-term horizon thinking, and active engagement where needed. We target businesses with structural advantages — strong free cash flow, pricing power, and leadership durability — aiming to compound capital for a decade, not a quarter.

Private Equities
Helping high-conviction teams build category
leaders.

Private Equities

Our private equity investments focus on transformative companies at critical growth phases — pre-scale, pre-dominance. We blend capital with executional leverage to help winners move faster and smarter.We align deeply with founders, bringing capital, GTM expertise, and strategic insight to help market leaders solidify their edge and unlock compounding scale.

Internal Incubator
From thesis to traction — powered by platform leverage

Internal Incubator

The internal incubator at Y&D Capital doesn’t just support startups — we start them. Our team prototypes, validates, and scales in-house ventures where we see overlooked market potential and platform leverage.With capital, code, and go-to-market expertise under one roof, our incubator turns research-driven ideas into real-world companies with speed and conviction.

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a group of tall buildings towering over a city
Our Philosophy

Built on a foundation of proprietary research, deep diligence, and risk-adjusted thinking.

18%

Compounded IRR

1.4

Sharpe Ratio

2.33

Sortino Ratio

Empowering

Empowering Conviction, Driving Long-Term Value

We surface the trends, insights, and signals that define structural opportunities across public and private markets

a group of people standing in front of window
Research Driven

Finding And Uncovering Key Market Dislocations Others miss

We use proprietary valuation frameworks and sector mapping to identify companies where perception lags fundamentals.

Strategic Capital

Powering innovation with more than capital

We provide strategic amplification — through media, talent, and execution support — alongside disciplined investment.

Thematic Focus

Investing at the intersection of Innovation

Our theses target technologies shaping the next decade.

a black and white photo of a bunch of wires
Long-Term Orientation

Built to compound insight and capital

Our edge lies in marrying conviction with patience — allocating where durable economics and structural upside align.

Innovators

Principals with Proven Track Records

We merge decades of experience with founder thinking and global market access.

Cole Alexander

CEO

Cole brings an operator’s edge to capital allocation. He leads the firm’s public/private crossover strategy and portfolio construction, with a focus on companies that compound value over time.

George Chen

CIO | PM, PhD.

George has 30 years of experience on Wall Street as director of equity and derivatives trading at UBS, Deutsche Bank, Morgan Stanley, and AIG. George is the founder of Homaer Family office USA.

Brett Creed

PM | CIO, CFM

Brett is a VP at National Bank of Canada and the founder of Creed Capital. Creed Capital has been delivering consistent outsized returns to clients for 20+ years. Brett oversees portfolio construction at Y&D Capital.

Martin Pasek

Partner

Martin is a former VP of JP Morgan London, UK. He is one of the key early employees of VTB bank ($30B AUM). Martin currently serves as the finance minister for NEOM in Saudi Arabia.

Peter Fang

PM | CFA

Peter was formerly at JP Morgan London, UK and CITIC Securities Hong Kong. He is the founder of Hoovest Asset management which currently has $1.5bn (AUA)

Kasra Karimi

IR | BD

Kasra has an investment banking background where he specialized in sourcing deals and raising money for them from his strategic global network. Kasra ran the business development program at Creed Capital prior to Y&D.

News

Y&D Capital Insights

Follow Our Deal Flow & Market Analysis

Y&D Capital SPV Launch

Y&D Capital Launches SPV For xAI

Y&D Capital launches SPV For xAI and announces offering up to $60mm USD. Custodian for SPV is JP Morgan.

Y&D Capital SPV Launch

Y&D Capital Launches SPV For Canva

Y&D Capital Launches SPV For Canva and announces offering for up to $10mm USD. Custodian for SPV is JP Morgan.

Y&D Capital SPV Launch

Y&D Capital Launches SPV For Open AI

Y&D Capital Launches SPV for Open AI and announces offering up to $50mm USD. Custodian for SPV is JP Morgan.

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