adakin capitalNEW YORK · MIAMI · SAN FRANCISCO
Founded in 2009, Adakin Capital invests across public and private markets, seeking superior returns through rigorous research, collaborative judgment, and a continually evolving investment approach.
Discover Adakin
01 / OUR APPROACH
Our stable, long-term capital base gives us the freedom to think independently and act opportunistically in periods of uncertainty. We can navigate changing markets flexibly, adjusting course based on our assessment of risk and reward.
Our research process is intensive. We evaluate business quality, competitive position, valuation, and the strength of management teams, drawing on discussions with company leadership and industry experts alongside a multitude of alternative resources to develop and challenge our views.
Our investment process draws on the experience and judgment of all members of the team. We evaluate ideas collectively, bringing different perspectives to testing assumptions and weighing risks and opportunities.
We continually refine our approach by adopting new research methods and technologies and welcoming new people and perspectives. Technology shapes both how we research and where we invest. Experience grounds our judgment; curiosity drives us to improve.
02 / OUR PEOPLE
Collaboration.
A breadth of perspectives.
Managing Partner
Jonathan Abbey is the Managing Partner of Adakin Capital, where he oversees investment strategy and capital allocation. Prior to establishing Adakin, Jonathan held positions at Royce & Associates, an investment management firm specializing in small-cap equities, and at Credit Suisse.
Jonathan earned an MBA in Finance and Economics from Columbia Business School and a BS in Neural Science from Brown University. He is a former professional tennis player.
Portfolio Manager
Mallory Decker is a Portfolio Manager at Adakin Capital. She began her career in investment banking at Lehman Brothers and Barclays Capital, working in the Financial Institutions M&A group in New York and London. Her professional experience also includes time at PIMCO in Newport Beach, California; Grameen Foundation in Addis Ababa, Ethiopia; and mPaani, a social enterprise startup in Mumbai, India.
Mallory holds an MBA from Columbia Business School, where she later returned as an adjunct professor teaching Security Analysis to MBA students. She earned her bachelor's degree from Indiana University, majoring in Finance and Business Economics & Public Policy, with a minor in Music. At Indiana, she was a member of Kappa Kappa Gamma.
Portfolio Manager
Rich Gorman is a Portfolio Manager at Adakin Capital, where he manages a Technology public equity portfolio. Prior to joining Adakin, Rich was a Portfolio Manager and Senior Analyst at Maven Securities, Allianz Global Investors, and Sophos Capital Management. Rich began his buy-side career at Angel Island Partners and Kingsford Capital Management. Prior to investing, Rich was an investment banker at Dean Bradley Osborne Partners and Morgan Keegan.
Rich earned both a BS and BA from the University of California, Berkeley, where he was also a four-year member of the Varsity Baseball team and Phi Gamma Delta fraternity. Rich serves on the Board of Hillsborough Little League.
Portfolio Manager
Caroline Lundberg is a Portfolio Manager at Adakin Capital, where she manages a public equity portfolio and invests opportunistically across asset classes. Before joining Adakin, Caroline held investment roles across private and public equity at firms including H.I.G. Capital, BV Investment Partners, and Red Oak Partners. She began her career in investment banking at Morgan Stanley.
Caroline earned an MBA from Columbia Business School, where she completed the Value Investing Program, and a BS in Business Administration from the Haas School of Business at UC Berkeley. She serves on the Board of Directors of Girls on the Run Miami and on the Global Advisory Council of TechnoServe.
03 / CONTACT
For inquiries about Adakin Capital,
please get in touch.
NEW YORK · MIAMI · SAN FRANCISCO