CAPEX FAQ
WHAT DO YOU NEED HELP WITH?
ACCOUNT / TROUBLESHOOTING
All our content is sent via the email address [email protected]. Please add this to your safe sender list. Our emails take up to 15 minutes to send, and sometimes go directly to your junk folder, so check there. If it’s not there, you may have entered your email incorrectly – please send us an email at [email protected] and someone will help you out.
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If you are an Insider Weekly subscriber, a full Insider member or Glenorchy Capital client, you can log in here. Login information is delivered over email. If you are having trouble with your password, go to the login page and follow the “Forgot my password” function. See above if you have not received anything… and write to us at [email protected] if it all goes wrong and you need a human to help you.
For Insider subscriptions, you can do that here. For Insider Weekly subscriptions, you can do that here. If any doubts, please contact us at [email protected].
If you want our emails sent to a different email, please contact us at [email protected].
If you’re an Insider member, you can change your login email address on the customer center page; this does not change the address used to receive emails.
Yes it is. To keep the admin and therefore cost of each service down, we rely on payment automation. That means that unless you cancel we assume you wish to continue your subscription. We notify Insider Weekly members close to their trial ending, and full Insider members when their renewal is approaching. If you wish to proactively cancel, do so here or email us.
No, whatever price you sign up to our services on is the price you’ll keep for the lifetime of your subscription.
If you wish to cancel any of your subscriptions, submit this form. You can also email us at [email protected] and we’ll take care of it for you. You will still receive content until your subscription expires.
Only our full Insider membership comes with a 30-day money back guarantee. If you are unhappy with the service, please contact us within 30 days of your purchase at [email protected] and we’ll refund you.
We do not offer refunds for purchases of Insider Weekly.
[email protected] is best. This is sent to management, who will then reply or forward it to the relevant staff to respond.
We hear you. If your query is not answered on this page, please email [email protected], with your contact details and what the query is about, and we’ll contact you to organise a time convenient to you.
DIFFERENT SERVICES
Glenorchy Capital is a managed accounts service for accredited investors who want us to manage their capital for them. Access to Insider & Insider Weekly are included in the service. Membership is limited and acceptance is via application. Minimum investment is US$150k. Visit the dedicated help section here.
Insider is an investing idea service where members get access to the same investments we’re making in Glenorchy Capital, our managed accounts service, including all the research and ongoing guidance. Think of it as a “do it yourself” hedge fund. As well as the Insider Weekly newsletter, members get access to research, a live portfolio, Q&As, a forum and content around managing money. Visit the dedicated help section here.
OWTW is our company-wide free newsletter wrapping up interesting things we come across or have published and presenting them in bitesized pieces. It’s included with all paid subscriptions. Visit the dedicated help section here.
GLENORCHY CAPITAL
Investors who want Chris, Brad and our team to manage money for them. This is done via managed accounts – meaning you control your funds at all times in your brokerage account, which we have access to so that we can invest on your behalf. We have over 150 clients and collectively manage ≈$150m in capital (as of Jan 2022).
Yes, you need to be an accredited investor (or equivalent, depending on where you are) with a minimum of US$150k to invest. We invest on behalf of individuals, family offices and other institutions.
Prospective clients can apply for more information on the website. We typically send you information to review which covers our fees and other important terms, along with our availability for a phone call if you wish to speak with the founders. Once we’re familiar with each other and providing you wish to go ahead, we guide you through the account set up process, and then will manage a dedicated brokerage account that you control.
Providing you meet our criteria for clients (accredited investor with USD150k min to invest) and after having spoken with our founders and signed off on terms, we’ll personally guide you on setting up a dedicated brokerage account, and troubleshoot any issues along the way. Once that is done, then there is no commitment needed on your behalf.
Our fees are split between a management fee and performance fee, which is calculated against a benchmark (ETF “SHY” – 1-3yr treasury ETF). The fees are structured heavily towards performance, meaning we are incentivised to make you money in order to get paid. A full fee schedule with breakdowns is available to qualifying clients who express interest.
This is a managed account and as such your brokerage accounts are fully accessible at all times, as are your standard monthly statements. Additionally, all Glenorchy clients receive full access to the published Insider program and community on a complimentary basis. Quarterly reviews/webinars are conducted for Glenorchy clients keeping you abreast of what we’ve been doing, why and what we are thinking.
We’ll be happy to show you previous performance which is positive, but it’s important to know: our time frame is longer than 12 months and we expect volatility in the short term, and are comfortable with that.
Clients can select from two strategies – asymmetric capital gains, or diversified income targeting ≈8 – 10% per year via our global dividends strategy.
Yes and no. We manage portfolios based on how much percentage allocations we would like to have in any one sector/position. So what will happen is that we’d put on a position into a particular equity providing you a % weighting as we’d like it however another client may have joined a year prior and would therefore have entered that position at a different price. This may result in that client having a greater or lesser weighting than you. When it comes to selling positions, we do so from management account level selling a percentage or all of a position.
Our positions are all in liquid securities and as such we can return your funds within a few days or weeks (depending on the size of your account). Anything under $5m would be very easily liquidated (barring some exogenous market event).
Glenorchy Capital LTD (BC No:1975524). Approved Investment Manager, BVI Financial Services Commission, Certificate no IBR/AIM/18/0235. Check out our CRS here.
Visit the Glenorchy Capital website and fill out the form. You’ll then be contacted by our team to set up a meeting to discuss your interest
INSIDER
Membership to Insider is paid annually, at the rate you sign up at. The current pricing is $2,499, however we do from time to time run promotions via our email list or using partners. Contact us directly to see if we have any promotions before joining. You have a 30-day window to request a refund if you find the the service is not for you, and can cancel your subscription any time.
- Your browser/security settings are preventing the transaction from going through. In this case, try a different device, browser, or remove/change the configuration of any VPNs.
- Your bank is proactively stopping the charge as a security measure. Our banking is in Singapore & Dubai. A lot of banks will treat significant transactions to foreign jurisdictions as suspicious. You will (unfortunately!) need to contact your bank and ask them to authorise the charge.
Insider membership comes with a 30-day money back guarantee. If you are unhappy with the service, please contact us within 30 days of your purchase at [email protected] and we’ll process the refund. Funds take up to ten working days to clear, depending on your bank.
To change the credit card used to renew your Insider subscription, please fill out this form.
If you’ve already added the new card via your Customer Center page, you will need to contact us at [email protected] to link it to your renewal. (Since you can add multiple credit cards to your account, the system is unable to know which card to use.)
We can’t answer that. With asymmetric opportunities like the ones we publish, we recommend 1% – 2% positions. That way, if the trade doesn’t go your way, you only lose 1% – 2%, but if it works out, you make much more. Check out the Start Here page for more info (existing member access only).
We use and recommend Interactive Brokers. We don’t get paid for saying that, it’s what we use because they’re the cheapest, with the widest access to the world’s markets.
Yes, providing you’re an accredited investor, and you’ll still get access to Insider. Go here to find out more.
Each month we run a Q&A over webinar. We separate and file every question answered here (it’s a good place to look to see if your question has already been answered). Submit your questions either in the community forum or by email to [email protected] for inclusion. Otherwise, a great idea is to make use of the forum for chatting with fellow members who might be quicker or better placed to answer investing related questions specific to your situation (as we’re not licensed to provide individual advice it can get tricky for us to give you a straight answer!)
INSIDER NEWSLETTER
Access to our entire archive of newsletters and email notifications when new issues are published. With this newsletter, you’ll get our latest thinking on the markets we’re interested in, including 5 or so trade ideas from our trade desk. These are not necessarily investments we are committing to, but find interesting enough to share – and many do make it into our portfolio.
All our content is sent via the email address [email protected]. Please add this to your safe senders list. Our emails take up to 15 minutes to send, and sometimes go directly to people’s junk folders, so check there. If it’s not there, you may have entered your email incorrectly – please send us an email at [email protected] and someone will help you out.
Given each issue tends to be 25 – 45 pages in length and we’re trying to include as much value as we can, the service isn’t always sent out on a specific day of the week. We try to get it to you on a Friday. Sometimes that turns into Saturday or Sunday, depending on content.
We just like them, and it’s healthy to remember how beautiful the world is from time to time. Send yours to [email protected] and we’ll get it in an issue.
Insider Weekly is part of the Insider subscription, You pay $1 for the first 30 days, and then $35 per month to continue receiving the newsletter. You can cancel at any time by submitting this form.
You can cancel your subscription at any time by submitting this form, or by emailing [email protected].
You can change the credit card used for your Insider Weekly subscription by submitting this form. Please email [email protected] if you have any issues.
See our dedicated FAQ page for that here.
Our head trader Brad McFadden has done a short video on it here for you.
We can’t answer that. With asymmetric opportunities like the ones we publish, we recommend 1% – 2% positions. That way, if the trade doesn’t go your way, you only lose 1% – 2%, but if it works out, you make much more. This video explains our strategy.
Guidance on how to invest in our portfolio stocks and manage money in general is included in the full Insider subscription (along with Insider Weekly). If you’re subscribed to Insider Weekly only, it’s assumed you know how to buy a stock. This video goes through how we allocate capital and use position sizing to manage risk. If you need more guidance, consider joining Insider or joining us at Glenorchy Capital.
We are investors who are looking for safe ways to multiply our capital. That usually means buying things when they’re cheap and unpopular, which means it’s not unusual to have a multi year view on any one position.
We use and recommend Interactive Brokers. We don’t get paid for saying that, it’s what we use because they’re the cheapest, with the widest access to the world’s markets.
Yes, providing you’re an accredited investor. Go here to find out more.
Yep, that’s probably because it’s been in a bear market for a decade and is e.g. 90% off its previous highs. On a relative basis, a .5% move could look like an 80% move on a short time scale. This is something true, long term investors have to stomach, but it’s also how we make 5x, 10x or 100x – when a stock goes back to or surpasses its previous highs.
OUR WORLD THIS WEEK
All our content is sent via the email address [email protected]. Please add this to your safe senders list. Our emails take up to 15 minutes to send, and sometimes go directly to the junk folder, so check there. If it’s not there, you may have entered your email incorrectly – please send us an email at [email protected] and someone will help you out.
If you want to receive OWTW, the easiest thing to do is go to capitalistexploits.at and sign up there, using the same email address as the one with which you signed up to any other service.
From within an issue of OWTW (delivered by email), go to the bottom and you’ll be able to click on the link “If you wish to stop receiving our emails, you can manage your subscription settings.” From there, follow the instructions for opting out (note, if you click unsubscribe from all you may risk not being sent any content you’re paying for!) You can always email [email protected] if in doubt.
Please send in submissions to [email protected].