Investment Strategy: Guiding Principles

Our general investment approach has been developed as the result of analysis of decades of market data and dozens of market cycles.

Over time, we have developed certain guiding principles that we believe offer the best opportunity to achieve long term outperformance of the major stock market indicies. 


Momentum:  An object in motion tends to stay in motion. This is true in physics, and, to a significant degree with the financial markets as well. A key component to our strategies is to be congruent with the intermediate to long term momentum of the stock market.

Supply & Demand: Supply and demand are what ultimately moves prices in the stock market. We don't look to predict where the market is going, but rather be proactive and make intelligent decisions based on what the market is doing. 

Concentration: As Warren Buffet said, “diversification may preserve wealth, but concentration builds wealth”. Generally speaking, our strategies are designed to be highly concentrated by both style and sector.

Risk/Reward: Our strategies don’t involve "buying and holding". We manage our exposure to stocks based on momentum, maintaining flexibility to move allocations towards bonds and/or cash as deemed necessary. Sometimes, the best offense is a good defense. 

Long Term: Our objective is not to capture every move of the financial markets, or trend in every industry. Our focus is in executing our researched processes in order to deliver the competitive long-term returns our clients seek to achieve their financial goals. 

*As of 12/31/20. Inception: 6/30/19

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Important Disclosures

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. All information relating to any Axcel Capital Management, LLC strategy is impersonal and not tailored to the specific financial circumstances of any person, entity or group of persons.This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made where lawful under applicable law. Axcel Capital Management, LLC is registered as an investment adviser in various states. Such registration does not imply a certain skill or training and no inference to the contrary should be made.


Information pertaining to Axcel Capital Management’s advisory operations, services, and fees is set forth in their current Form ADV Part II, a copy of which is available from Axcel Capital Management, LLC upon request, but shall be delivered to you prior to entering into a management agreement.

Certain Axcel Capital Management, LLC strategies may be considered more aggressive because of their use of concentrated holdings, the frequency of trading, leveraged exchange-traded funds, and/or options. While efforts are made to reduce volatility through the use of quantitative analysis, there is no guarantee that these efforts will be successful. Investors need to be aware that the possibility of accentuated losses greater than the respective indexes.  Given the potential risks involved, the strategies may not be suitable for all investors. The volatility of the market indices may materially differ (more or less) from that of the actual portfolios. Since individuals cannot invest directly into any index, deductions for management fees or other custodial or transaction charges are not taken into account. These charges, if applicable, would reduce the overall return of the illustrated indexes.