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DAVCAP

Investors in early and late stage themes within consumer and TMT sectors in the UK and US markets.

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Large cap US equities

Cash and option situations

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Our Story

DAVCAP was founded in 2000 as a private investment vehicle deploying founder-capital in highly concentrated cash and option situations in the US and UK markets. In the beginning, position sizes were often absurd in relation to both conviction and experience levels and the stock selection almost always made a mockery of the principles of diversification.  

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Today, DAVCAP has emerged as a more mature investment business that's generated average annual returns in excess of 74% over the last 5-years through a very deliberate focus on identifying and playing sector themes.  

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It remains closed to outside capital and this website should be seen as informational only.  

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