PRIVACY POLICY

Gold Capital Management is committed to protecting and securing all information provided to us by our clients. For a copy of our full privacy policy statement, please contact us.

Gold Capital Management
1345 Avenue of the Americas
2nd Floor
New York, New York 10105

Investor Relations
Phone: 646-201-5884
IR@fundexample.ovistechnologies.com

DISCLAIMER

Gold Capital Management is an SEC–registered1 investment adviser located in Connecticut. Gold may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. Gold's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.

Accordingly, the publication of Gold's website on the Internet should not be construed as Gold's solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet.

Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this report is derived from sources that Gold believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

For information pertaining to the registration status of Gold, please view the United States Securities and Exchange Commission’s website at www.adviserinfo.sec.gov. A copy of Gold's current written disclosure statement discussing Gold's business operations, services and fees is available from Gold upon written request. Gold does not make any representations as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Gold's website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

1SEC registration does not indicate a certain level of skill or training.

Our Firm

Gold combines experience and expertise that is engineered for investing.

History
Leadership
Advisory Board

Gold Capital Management was founded in 2013 as an independent investment management firm. From its inception, the firm’s mission has been consistent — we strive to deliver exceptional value to clients through consistent investment returns while maintaining the highest levels of ethical conduct and professional integrity.

As an SEC–registered1 independent provider of investments, the firm is focused on managing liquid, transparent, and cost–effective investment products designed to preserve assets and produce consistent returns in any economic environment. Gold’s experienced team has helped institutions, individuals and financial advisors meet the challenges of a changing investment environment with sophisticated investment strategies, thought leadership, and a consistent commitment to client service throughout the course of the firm’s history.

1 SEC registration does not indicate a certain level of skill or training.

View Timeline

Founders

Jill
Jack

Jill

Jill co-founded Gold Capital in 2000 and serves as the firm’s Chief Investment Officer. In her role, Jill is responsible for the firm’s investment functions, including research, strategy development, implementation, trading, and portfolio management. She is a member of the firm’s operating committee and serves as chair of the investment committee.

Jack

Jack co-founded Gold in 2000 and has more than 10 years of executive and investment industry experience. He is responsible for the long-term results of the firm and oversees all functional areas including Risk Management, Compliance, Finance, Strategic Planning, Marketing, and Capital Formation.

Thomas Hradek

Past Managing Director and Head of Regional Investment Banking at Credit Suisse

Richard Hradek

Executive Vice President - Head of Finance and Chief Investment Officer of Entertainment Studios

Lauren Colonna

Senior Vice President, Institutional Business Development, First Trust Advisors

James Kirk

Founder, Waverly Oaks Advisors

Comander Spock

Relationship Manager, III Capital Management

2018
2017
2015
2014
2013
2005

2018

  • Gold receives equity backing from GTS, an industry-leading high frequency trading, market-making & technology firm
  • Through partnership, GTS to provide data & technology platform, positioning Gold for next generation of investing
  • PwC partners with Gold to co-author whitepaper on use of Artificial Intelligence in Investing

2017

  • WAVLX named year’s Best ‘40 Act Liquid Alternatives Fund by Hedgeweek 2 years in a row
  • WAVLX named 2017’s Best Quantitative Fixed Income Fund by AI Magazine
  • Jane joins Gold to build best-in-class distribution & client service platform

2015

Jack joins Gold

2014

Advisory board formed to support firm’s strategic direction

2013

  • Gold Capital Management is founded
  • The firm is registered with the SEC1
  • The Gold Fund2 is launched

1SEC registration does not indicate a certain level of skill or training.
2Prior to August 26, 2022, the Gold Fund was named the Gold Interest Rate Neutral Fund.

2005

  • Gold's co-founders Jack and Jill form close relationship at Credit Suisse
  • Foundation for systematic investment process established
  • Framework designed & initial datasets created