ASKELADDEN CAPITAL

Overview

Askeladden Capital is a small, active advisory firm that concentrates its investment activity on publicly traded equities while also allocating to a range of alternatives to complement core portfolios. The firm manages bespoke portfolios for individuals, families and pooled vehicles, using a fee model that combines a percentage of assets under management with performance-based fees for certain mandates. Investment decision-making appears to favor liquid, exchange-traded securities as the primary holding vehicle, with alternatives layered in to pursue return enhancement and diversification. The firm’s mandate includes direct portfolio management rather than broad financial planning or institutional consulting only. Risk and liquidity management are likely important drivers of portfolio construction: the large share of exchange-traded equities suggests a bias toward transparency and tradability, while the inclusion of private credit, real estate, hedge funds and other alternatives indicates a willingness to accept longer time horizons and less liquid exposures where they add expected return or uncorrelated risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices