We don’t invest in emerging businesses just based on what they are today. We invest in what they will become.

The market systematically underprices exceptional long-term opportunities due to linear thinking and an inability to look past short-term risk.

 

 

Adaptor Capital was launched in 2020 by Mark Mitchell, co-founder and former managing member at Starboard Value LP, and Nate Mitchell, a consumer internet and software specialist, to put their investment philosophy into action.

 
 
 

Highly concentrated

Long-term

Deep fundamental research

Sector focused

consumer
internet and software