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CRESCAT CAPITAL
Crescat is a global macro asset management firm. We deploy tactical investment themes based on proprietary value-driven models. Our strategic investments in global precious metals. fuel exploration, growth and innovation. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. FACT SHEETS & PERFORMANCE REPORTS Crescat’s longest running strategy. Crescat Large Cap is a value oriented, long only, large cap equity separately manged account strategy that has outperformed the S&P 500 over multiple business cycles. The manager can hold a portion of the portfolio in cash TEAM | CRESCAT CAPITAL Nick Donovan – General Counsel & Chief Compliance Officer. Nick is the General Counsel and Chief Compliance Officer of Crescat Capital. He oversees Crescat’s legal and securities matters, and U.S and offshore regulatory compliance. Prior to joining Crescat, Nick worked in the alternative investments and global strategy divisions at U.S.Bank.
VIDEOS & INTERVIEWS
Crescat Gets Activist on Gold #29. April 23, 2021 - In this video Crescat Portfolio Managers, Kevin Smith and Tavi Costa, along with Geologic & Technical Advisor, Quinton Hennigh, discuss the methodology around the Crescat Precious Metals Fund and its junior mining/discovery focus. Learn More ». CRESCAT CAPITAL QUARTERLY INVESTOR LETTER Q4 2020 Crescat Capital Quarterly Investor Letter Q4 2020. Crescat finished strong in 2020 to capture the top three spots in the Bloomberg News US hedge fund performance table for December. All three Crescat funds made it into Bloomberg’s top 10 for the full year with the MAY RESEARCH LETTER-THE 3 PILLARS OF INFLATION 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net CRESCAT APRIL INVESTOR LETTER Investor statements, the audit report, and K-1s will be available via the Alps investor services portal shortly. You will have access to these reports next week. Crescat had an outstanding year in 2020 across all funds. April has been a strong month for Crescat, with MTD performance up across all five of our strategies. WHY CRESCAT PRECIOUS METALS FUND? Crescat vs. Benchmark April 2021 Since Inception (9230.0% Months) Crescat Precious Metals Fund 9.40% 192.7% Philadelphia Stock ExchangeGold and Silver
CRESCAT PRECIOUS METALS FUND PRESENTATION Term Sheet 6 Investor Class Minimum Investment Annual Management Fee Annual Incentive Allocation w/ High Water Mark Main Class $250,000 2% 20% Institutional Class 2 $1,000,000 1.5% 15% Institutional Class 1 $5,000,000 1.25% 12.5% A 3-Year partial lock up applies to FEBRUARY RESEARCH LETTER A Tsunami of Debt Issuance. In March of 2020, lawmakers passed the $2.2 trillion CARES Act bill and an additional $900 billion of stimulus in December. However, with the decline in tax revenues and other discretionary and non-discretionary outlays, the government had to issue $4.4 trillion of net new debt in 2020 to fund these programs.CRESCAT CAPITAL
Crescat is a global macro asset management firm. We deploy tactical investment themes based on proprietary value-driven models. Our strategic investments in global precious metals. fuel exploration, growth and innovation. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. FACT SHEETS & PERFORMANCE REPORTS Crescat’s longest running strategy. Crescat Large Cap is a value oriented, long only, large cap equity separately manged account strategy that has outperformed the S&P 500 over multiple business cycles. The manager can hold a portion of the portfolio in cash TEAM | CRESCAT CAPITAL Nick Donovan – General Counsel & Chief Compliance Officer. Nick is the General Counsel and Chief Compliance Officer of Crescat Capital. He oversees Crescat’s legal and securities matters, and U.S and offshore regulatory compliance. Prior to joining Crescat, Nick worked in the alternative investments and global strategy divisions at U.S.Bank.
VIDEOS & INTERVIEWS
Crescat Gets Activist on Gold #29. April 23, 2021 - In this video Crescat Portfolio Managers, Kevin Smith and Tavi Costa, along with Geologic & Technical Advisor, Quinton Hennigh, discuss the methodology around the Crescat Precious Metals Fund and its junior mining/discovery focus. Learn More ». CRESCAT CAPITAL QUARTERLY INVESTOR LETTER Q4 2020 Crescat Capital Quarterly Investor Letter Q4 2020. Crescat finished strong in 2020 to capture the top three spots in the Bloomberg News US hedge fund performance table for December. All three Crescat funds made it into Bloomberg’s top 10 for the full year with the MAY RESEARCH LETTER-THE 3 PILLARS OF INFLATION 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net CRESCAT APRIL INVESTOR LETTER Investor statements, the audit report, and K-1s will be available via the Alps investor services portal shortly. You will have access to these reports next week. Crescat had an outstanding year in 2020 across all funds. April has been a strong month for Crescat, with MTD performance up across all five of our strategies. WHY CRESCAT PRECIOUS METALS FUND? Crescat vs. Benchmark April 2021 Since Inception (9230.0% Months) Crescat Precious Metals Fund 9.40% 192.7% Philadelphia Stock ExchangeGold and Silver
CRESCAT PRECIOUS METALS FUND PRESENTATION Term Sheet 6 Investor Class Minimum Investment Annual Management Fee Annual Incentive Allocation w/ High Water Mark Main Class $250,000 2% 20% Institutional Class 2 $1,000,000 1.5% 15% Institutional Class 1 $5,000,000 1.25% 12.5% A 3-Year partial lock up applies to FEBRUARY RESEARCH LETTER A Tsunami of Debt Issuance. In March of 2020, lawmakers passed the $2.2 trillion CARES Act bill and an additional $900 billion of stimulus in December. However, with the decline in tax revenues and other discretionary and non-discretionary outlays, the government had to issue $4.4 trillion of net new debt in 2020 to fund these programs. NEWS | CRESCAT CAPITAL crescat hedge Funds off to a roaring start in october. 10/11/2018 As September ended, so did the third quarter with diverging global financial markets: US stock indices marched to new highs while global stocks ex-US headed sharply downward. Emerging market currencies alsofaltered.
CRESCAT GETS ACTIVIST ON GOLD #34 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net CRESCAT NEWS AND UPDATES Crescat Capital February 25, 2021 Crescat News and Updates. The Fed is Trapped Dear Investors: The year is just getting started and the US fiscal deficit already reached another record, now at its worst level in 70 years. The Fed is facing its worst predicament yet. The current fiscal spending path will lead to record Treasury issuance this year. CRESCAT TURNS ACTIVIST ON GOLD Crescat Turns Activist on Gold – June Investor Letter. The US stock market should not be trading anywhere close to the multiples it is today given the enormity of the macro events that have already unfolded this year: US and Iran being on the brink of war in January with still unresolved problems. The virus pandemic that now has anincredibly
INVESTOR LETTERS
March 30, 2021. A Collision of Macro Narratives - Two diverging schools of macro thoughts are prevalent today. One calls for a “Roaring 20s” redux while the other believes in a forthcoming liquidity crisis. Both narratives have valid points and flaws. To be clear, we find ourselves right in between the two. MARCH RESEARCH LETTER March Research Letter. Crescat Capital March 30, 2021 Quarterly Letter. March 30, 2021. Dear Investors: March 30, 2021. Dear Investors: Two diverging schools of macro thoughts are prevalent today. One calls for a “Roaring 20s” redux while the other believes in a forthcoming liquidity crisis. Both narratives have validpoints and flaws.
DECEMBER RESEARCH LETTER December 23, 2020 The End Game Dear Investors: Markets are cyclical. Today, stocks trade at record high valuations while commodities are historically undervalued in relation. The setup is CRESCAT CAPITAL PRESENTATION Crescat Capital LLC 1560 Broadway, Suite 2270 | Denver, CO 80202 Marek Iwahashi Client Service Specialist (303) 271-9997 | miwahashi@crescat.net CRESCAT NOVEMBER RESEARCH LETTER 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net OTAVIO (“TAVI”) COSTA 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.netCRESCAT CAPITAL
Crescat is a global macro asset management firm. We deploy tactical investment themes based on proprietary value-driven models. Our strategic investments in global precious metals. fuel exploration, growth and innovation. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. FACT SHEETS & PERFORMANCE REPORTS Crescat’s longest running strategy. Crescat Large Cap is a value oriented, long only, large cap equity separately manged account strategy that has outperformed the S&P 500 over multiple business cycles. The manager can hold a portion of the portfolio in cash TEAM | CRESCAT CAPITAL Nick Donovan – General Counsel & Chief Compliance Officer. Nick is the General Counsel and Chief Compliance Officer of Crescat Capital. He oversees Crescat’s legal and securities matters, and U.S and offshore regulatory compliance. Prior to joining Crescat, Nick worked in the alternative investments and global strategy divisions at U.S.Bank.
CRESCAT TURNS ACTIVIST ON GOLD Crescat Turns Activist on Gold – June Investor Letter. The US stock market should not be trading anywhere close to the multiples it is today given the enormity of the macro events that have already unfolded this year: US and Iran being on the brink of war in January with still unresolved problems. The virus pandemic that now has anincredibly
MAY RESEARCH LETTER-THE 3 PILLARS OF INFLATION 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net WHY CRESCAT PRECIOUS METALS FUND? Crescat vs. Benchmark April 2021 Since Inception (9230.0% Months) Crescat Precious Metals Fund 9.40% 192.7% Philadelphia Stock ExchangeGold and Silver
CRESCAT PRECIOUS METALS FUND PRESENTATION Term Sheet 6 Investor Class Minimum Investment Annual Management Fee Annual Incentive Allocation w/ High Water Mark Main Class $250,000 2% 20% Institutional Class 2 $1,000,000 1.5% 15% Institutional Class 1 $5,000,000 1.25% 12.5% A 3-Year partial lock up applies to OTAVIO (“TAVI”) COSTA 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net THE VALUE OF GLOBAL MACRO INVESTING Crescat macro model only 2 percentage points from record overvalued levels. The US business cycle has likely peaked and we are long ways from a market bottom. LINDA CARLEU SMITH, CPA 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.netCRESCAT CAPITAL
Crescat is a global macro asset management firm. We deploy tactical investment themes based on proprietary value-driven models. Our strategic investments in global precious metals. fuel exploration, growth and innovation. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. FACT SHEETS & PERFORMANCE REPORTS Crescat’s longest running strategy. Crescat Large Cap is a value oriented, long only, large cap equity separately manged account strategy that has outperformed the S&P 500 over multiple business cycles. The manager can hold a portion of the portfolio in cash TEAM | CRESCAT CAPITAL Nick Donovan – General Counsel & Chief Compliance Officer. Nick is the General Counsel and Chief Compliance Officer of Crescat Capital. He oversees Crescat’s legal and securities matters, and U.S and offshore regulatory compliance. Prior to joining Crescat, Nick worked in the alternative investments and global strategy divisions at U.S.Bank.
CRESCAT TURNS ACTIVIST ON GOLD Crescat Turns Activist on Gold – June Investor Letter. The US stock market should not be trading anywhere close to the multiples it is today given the enormity of the macro events that have already unfolded this year: US and Iran being on the brink of war in January with still unresolved problems. The virus pandemic that now has anincredibly
MAY RESEARCH LETTER-THE 3 PILLARS OF INFLATION 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net WHY CRESCAT PRECIOUS METALS FUND? Crescat vs. Benchmark April 2021 Since Inception (9230.0% Months) Crescat Precious Metals Fund 9.40% 192.7% Philadelphia Stock ExchangeGold and Silver
CRESCAT PRECIOUS METALS FUND PRESENTATION Term Sheet 6 Investor Class Minimum Investment Annual Management Fee Annual Incentive Allocation w/ High Water Mark Main Class $250,000 2% 20% Institutional Class 2 $1,000,000 1.5% 15% Institutional Class 1 $5,000,000 1.25% 12.5% A 3-Year partial lock up applies to OTAVIO (“TAVI”) COSTA 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net THE VALUE OF GLOBAL MACRO INVESTING Crescat macro model only 2 percentage points from record overvalued levels. The US business cycle has likely peaked and we are long ways from a market bottom. LINDA CARLEU SMITH, CPA 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net NEWS | CRESCAT CAPITAL crescat hedge Funds off to a roaring start in october. 10/11/2018 As September ended, so did the third quarter with diverging global financial markets: US stock indices marched to new highs while global stocks ex-US headed sharply downward. Emerging market currencies alsofaltered.
TEAM | CRESCAT CAPITAL Nick Donovan – General Counsel & Chief Compliance Officer. Nick is the General Counsel and Chief Compliance Officer of Crescat Capital. He oversees Crescat’s legal and securities matters, and U.S and offshore regulatory compliance. Prior to joining Crescat, Nick worked in the alternative investments and global strategy divisions at U.S.Bank.
CRESCAT TURNS ACTIVIST ON GOLD Crescat Turns Activist on Gold – June Investor Letter. The US stock market should not be trading anywhere close to the multiples it is today given the enormity of the macro events that have already unfolded this year: US and Iran being on the brink of war in January with still unresolved problems. The virus pandemic that now has anincredibly
INVESTOR LETTERS
March 30, 2021. A Collision of Macro Narratives - Two diverging schools of macro thoughts are prevalent today. One calls for a “Roaring 20s” redux while the other believes in a forthcoming liquidity crisis. Both narratives have valid points and flaws. To be clear, we find ourselves right in between the two. MAY PERFORMANCE ESTIMATES 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net CRESCAT CAPITAL QUARTERLY INVESTOR LETTER Q4 2020 Crescat Capital Quarterly Investor Letter Q4 2020. Crescat finished strong in 2020 to capture the top three spots in the Bloomberg News US hedge fund performance table for December. All three Crescat funds made it into Bloomberg’s top 10 for the full year with the CRESCAT APRIL INVESTOR LETTER 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net MISSION - CRESCAT.NET Crescat Capital is a global macro asset management firm. Our mission is to grow and protect wealth over the long term. Our goal is industry leading absolute and risk- FEBRUARY RESEARCH LETTER A Tsunami of Debt Issuance. In March of 2020, lawmakers passed the $2.2 trillion CARES Act bill and an additional $900 billion of stimulus in December. However, with the decline in tax revenues and other discretionary and non-discretionary outlays, the government had to issue $4.4 trillion of net new debt in 2020 to fund these programs. CRESCAT GETS ACTIVIST ON GOLD #26 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net* Account Login
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HOME NEW
Crescat is a global macro asset management firm. We deploy tactical investment themes based on proprietary value-driven models. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. Our strategic investments in global precious metals fuel exploration, growth and innovation. We aim for high absolute and risk-adjusted returns over the long term with low correlation tocommon benchmarks.
PRECIOUS METALS
FUND PRESENTATION
------------------------- Given the exciting and timely opportunity in the early stages of what we believe is a new bull market for gold and silver, Crescat has started an activist fund to invest in the precious metals miningindustry.
See Fund Presentation Here ›MAY
RESEARCH LETTER
------------------------- THE THREE PILLARS OF INFLATION – We strongly believe investors will want to get positioned now for the Great Rotation which is being catalyzed by the three macro drivers of inflation all firing in sync today: Demand Pull, Cost Push, and Monetary Debasement. Let us explain why we think inflation is real and what investors should be doingabout it.
Continue Reading Here ›MACRO
PRESENTATION
------------------------- Crescat invites you to take a look through our current macro deck. This research is an important component of our investment process, illustrating how we evaluate the broader market and positions within our five strategies. See Macro Presentation Here › ------------------------- FIRMWIDE PRESENTATION ------------------------- See Firm Presentation Here › ------------------------- -------------------------YOUTUBE CHANNEL
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Crescat Gets Activist on Gold & Silver #33YouTube Video VVU1eFpRUG5rdzF6c3JwWXBIZW5hV0J3LnhsS21ia3ZxZEJB Crescat Macro PresentationYouTube Video VVU1eFpRUG5rdzF6c3JwWXBIZW5hV0J3Lnc4NXAtWFY0UU84 Crescat Gets Activist On Gold #8 Geologic Cut - Position UpdatesYouTube Video VVU1eFpRUG5rdzF6c3JwWXBIZW5hV0J3LjNPdWExUnFyTnlv Crescat Gets Activist on Gold & Silver #32 - Arizona Metals Corp ($AMC.V)YouTube Video VVU1eFpRUG5rdzF6c3JwWXBIZW5hV0J3LlZzT3NZSHVZdFR3 Load More... SubscribeSearch
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