Banyan Lake Capital delivers exceptional value through disciplined investment strategies and deep market expertise.
Banyan Lake Capital is a high-conviction investment advisor specializing in U.S. equities, enhanced by actively managed options overlays. We follow a disciplined, value-based approach with a long-term horizon.
Our mission is to generate long-term outperformance through deep fundamental research and tactical options execution.
Our investment philosophy is built on fundamental principles that have proven successful across market cycles. We combine rigorous analysis with disciplined execution to create sustainable value.
We pursue asymmetric return profiles—limited downside, meaningful upside—with capital protection as our core objective.
We prioritize patience and discipline, allowing our investments ample time to reach their full potential.
We capitalize on market dislocations driven by investor overreaction, herding, and short-term thinking.
Every investment undergoes strict downside-risk screening with valuation buffers, and we use only unleveraged option strategies to protect capital.
We invest significant founder capital alongside our clients, reinforcing long-term alignment and accountability.
Our strategic global allocation across markets and sectors provides enhanced diversification benefits and access to unique investment opportunities worldwide.
Our team brings together decades of experience across investment management, financial services, and strategic advisory roles.
CEO & Investment Manager
We welcome the opportunity to discuss how Banyan Lake Capital can help you achieve your investment objectives. Please reach out to our team using the contact form or the information provided.
San Francisco Bay Area, CA
650-730-8293
Banyanlake@gmail.com
