Nixon Capital LLC

Nixon Capital provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, corporations, other pooled vehicles and other investment advisers. The firm manages separately managed accounts and sponsors a pooled investment vehicle (a Fund), and also acts as a third‑party money manager or sub‑adviser to other advisors.

The firm employs a value‑oriented investment process: separately managed accounts follow a long‑only value strategy while the Fund pursues a long/short, opportunistic value approach using fundamental micro and macro analysis, discounted cash flow and relative valuation techniques. Nixon Capital may use derivatives, short sales, leverage and foreign securities as part of the Fund’s strategy, and it provides regular account and performance reporting to clients and audited financial statements for the Fund.

What is distinctive for a firm of this size is that it both sponsors and serves as general partner to a private pooled vehicle while continuing to manage individual client accounts and sub‑advised relationships. The firm implements side‑by‑side management with performance‑based allocations for the Fund subject to a hurdle and high‑water mark, and it describes daily portfolio review processes and compliance controls intended to treat client accounts equitably; the Fund is currently not accepting new subscriptions.