$254.4M Total AUM
$254.4M Disc. AUM
22.9% 3Y CAGR
5 Employees
368 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 04-01-2018
- Office Locations
- 1
Office Locations
-- Boorolite --
About Glenorchy Capital Limited
Glenorchy Capital is a contrarian global deep-value manager serving accredited investors ($200k minimum). The firm runs a flagship asymmetric, long-horizon sector-rotation portfolio for capital appreciation and a diversified dividend equity strategy for income, sourcing opportunities in out-of-favor sectors across 40+ countries. Principals invest alongside clients.
Team overview
-- AVG AGE
$127.2M AVG AUM / ADVISOR
$691.3K AVG AUM / CLIENT
6.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Quantum
Asset Classes
Momentum Unison ridge Wave zenith Delta oak
Client Personas
Value timber
Investment Vehicles
Zenith
Platform
Value wave
Services
Radial element Crest Radial
Technology
Horizon unison
Owner & Executives
C
Christopher Matthew MacIntosh
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(903) 986-6012
north.ember@foundationcapital.com
in linkedin.com/in/timber-matrix
B
Bradley Thomas McFadden
Chief Compliance Officer, Chief Investment Officer
- CRD
- #7172434
- Ownership
- 50% but less than 75%
(582) 309-2934
foundation.pioneer@glaciercapital.com
in linkedin.com/in/delta-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,413,430 | $360,870 |
| Non-Discretionary | $0 | -- |
| Total | $254,413,430 | $360,870 |
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Separately Managed Accounts
Total SMA Asset: $247,166,149
Equity - Exchange:
27.3% Derivatives:
44.7% Cash:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $602,376,700 | 27.3% |
| Derivatives | $986,309,101 | 44.7% |
| Cash | $617,822,256 | 28.0% |
| Total | $2,206,508,057 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX SUMMIT | MERIDIAN VALUE | J0ZMFFYU3 | GKJ | 5.84% | $97,934,952 |
| ALPHA RIDGE FRONTIER | FUSION GLACIER | UOEAZ4GMC | ZDEED | 6.30% | $66,419,636 |
| OPTIMA PEAK | CATALYST SUMMIT | OM6JGG4XT | FOXXR | 6.00% | $82,674,966 |
| PATHWAY CAPITAL ELEMENT | ATLAS LEGACY | 13I14V461 | WOXN | 1.35% | $56,187,262 |
| BEACON EMBER UNISON | PATHWAY QUANTUM | ECL73ZX7N | RLA | 6.14% | $101,193,382 |
| MATRIX CATALYST OPTIMA | MOMENTUM VERTEX | PSYX4IVCN | VWGWM | 6.11% | $91,940,085 |
| WAVE DELTA | VERTEX RADIAL | 7GG4BCOGM | COP | 8.43% | $28,101,817 |
| OAK OAK OPTIMA | ATLAS RADIAL | 0G5ZCHJXL | COT | 3.86% | $14,875,964 |