Cherry Head Capital

What we do, and why it works

Cherry Head runs a concentrated portfolio of U.S. equities. A proprietary, rules-based model scores opportunities on quantitative signals and sizes each position to balance the return we are pursuing against how long the portfolio would take to recover from a decline. The same rules drive every decision, which removes emotional bias and keeps the strategy consistent through good markets and bad. Where it does not conflict with the strategy, we aim to hold positions long enough to favor long-term tax treatment. Returns come from concentrated equity selection, so the portfolio can be more volatile than the index and can fall meaningfully in a broad market decline.

Two ideas drive everything we do

Read how we think about risk and recovery →

Track record: first year

Results of the firm's own account, managed under the strategy across its first year since the June 13, 2025 launch, shown alongside the S&P 500 (SPY).

As of June 18, 2026 (first full year). Recovery period is the time from a prior high to a new high after a decline. Returns are net of the planned 3.00% founding-client rate. See disclosures for fee and methodology detail.

Your money stays in your name

We manage separately managed accounts held at an established third-party custodian. You open the account, keep ownership and online access, and can see every holding and transaction. We manage the account but never take possession of your assets. The custodian sends your statements and calculates and deducts the advisory fee. Unlike a hedge fund, your capital is not locked up: it is your account, visible and accessible at any time.

A three-member investment committee

Investment decisions are made collectively by the investment committee. The committee monitors strategy signals and portfolio positioning daily and convenes whenever conditions warrant, so allocation decisions are made when the market calls for them.

Why “Cherry Head”

Cherry Head takes its name from the cherry-headed conure: the once-caged parrots that escaped, formed a wild flock in San Francisco, and thrived. We like the metaphor. Capital, set free and managed with care, can do remarkable things.

We built this strategy for ourselves first. We are three co-founders with careers in finance and engineering who were investing our own retirements and found that most of what's published for individual investors isn't much help in actually growing wealth. So we built our own tools: a rules-based strategy disciplined enough to trust with our own money and stable enough to run without watching the market all day. After a year of managing our own capital with it, we are preparing to open it to others.

Simple and transparent

When client accounts open, we will charge a single advisory fee based on the size of the portfolio we manage for you, which aligns our interests with yours. There will be no hidden or layered fees, no commissions, and no performance fees.

Founding-client rate: clients who join from this waitlist will pay an introductory rate of 3.00% per year for their first 12 months. After the first 12 months, the standard fee schedule applies. Any change in fees is provided to you in writing, in advance. The complete fee schedule will be provided to prospective clients before any engagement.

Join the waitlist

We plan to offer separately managed accounts after our investment adviser registration becomes effective. Join the waitlist to be notified if and when accounts open, and to receive the introductory 3.00% founding-client rate for your first 12 months. Joining is free, creates no obligation for you or for us, and is not an offer, recommendation, or agreement of any kind.