Est. New York

Conviction through
contrarian research

A long/short equity firm specializing in deep, independent research with a disciplined short-side orientation. We identify asymmetric opportunities where consensus meets fragility.

60/40
Short / Long Bias
Niche
Research Focus
L/S
Equity Strategy
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Markets reward those who
question the narrative

Sikuli Capital was founded on a simple observation: the most durable alpha exists not in following the crowd, but in understanding why the crowd is wrong. Our research process is built to systematically identify businesses where consensus expectations diverge materially from fundamental reality.

We believe that short selling, practiced with rigor and discipline, is among the most intellectually demanding — and rewarding — disciplines in public markets. Every position represents a thesis tested through layers of primary research, forensic analysis, and structural reasoning.

01

Intellectual Honesty

We pursue truth over narrative. Our analysts are trained to challenge their own convictions as rigorously as they challenge market consensus.

02

Asymmetric Conviction

We size positions based on the magnitude of the opportunity and our confidence in the thesis, not sector allocation models or benchmark awareness.

03

Patience as Edge

Our best ideas often take quarters to materialize. We are structured to withstand the mark-to-market pain that drives weaker hands out of correct positions.

04

Capital Preservation

Protecting capital is not defensive — it is the foundation of compounding. Our short book provides natural downside protection across market regimes.

Research-driven. Forensically precise.

Primary Research

Channel Intelligence

Proprietary networks of industry contacts, former executives, and domain specialists inform every thesis. We go beyond the 10-K to understand the competitive realities that drive outcomes.

Forensic Analysis

Accounting & Disclosure

Rigorous examination of financial statements, revenue recognition practices, and footnote disclosures to identify deteriorating quality or aggressive accounting before the market recognizes the shift.

Structural Analysis

Disruption & Decay

We map the structural forces — technological disruption, regulatory change, competitive dynamics — that erode business models over multi-year horizons, often well before inflection points appear in the numbers.

Risk Framework

Portfolio Construction

Dynamic position sizing, correlation management, and systematic risk controls ensure that the inherent asymmetry of short selling is managed with institutional discipline.

Variant Perception

Consensus Mapping

We systematically deconstruct sell-side consensus, buy-side positioning, and retail sentiment to identify where expectations are most fragile and catalysts most imminent.

Global Context

Macro Awareness

While bottom-up in orientation, we maintain a global macro overlay that informs sector tilts, hedging strategy, and portfolio gross exposure through the cycle.

The short side demands
a different kind of firm

Short selling is not simply the inverse of going long. It requires differentiated sourcing, forensic conviction, superior risk management, and the temperament to maintain positions against powerful countervailing forces.

Sikuli Capital is purpose-built for this discipline. Our team, our culture, and our infrastructure are designed from the ground up to identify, underwrite, and manage short positions with the rigor they demand.

We focus on niche corners of the market where coverage is thin, narratives are fragile, and the informational edge available to deep research is greatest.

Short Book
Core Competency
Deep, thesis-driven short positions in overvalued, deteriorating, or structurally challenged businesses. Typical holding period of 6–18 months.
Long Book
Selective & Concentrated
High-conviction long positions in mispriced assets identified through the same forensic process, providing portfolio balance and absolute return contribution.
Net Exposure
Net Short Bias
Portfolio maintains a persistent net short orientation, calibrated dynamically based on opportunity set and market conditions.

Where we focus

Technology & Software
SaaS metrics decay, competitive moats under pressure from AI disruption, and consensus growth assumptions that overestimate durability.
Long / Short
Consumer & Retail
Brand erosion, inventory quality, channel shifting dynamics, and the gap between reported metrics and underlying consumer health.
Short Focus
Healthcare & Life Sciences
Pipeline valuation disconnect, regulatory risk asymmetry, and reimbursement dynamics that the market systematically misprices.
Long / Short
Industrials & Capital Goods
Cycle positioning, backlog quality, and accounting practices in capital-intensive businesses with complex revenue recognition.
Short Focus
Financial Services
Credit quality deterioration, asset-liability mismatches, and leverage embedded in structures designed to obscure true risk profiles.
Short Focus
Special Situations
Cross-sector opportunities arising from corporate events, regulatory catalysts, and structural dislocations that create time-bound asymmetric setups.
Long / Short

Built for conviction

Our team brings decades of combined experience across institutional investing, forensic accounting, and sector-specific domain expertise. Every member of the research team is empowered — and expected — to challenge prevailing assumptions.

JM
James Morin
Founder & Chief Investment Officer

Two decades of long/short equity experience at premier institutions. Known for forensic rigor and the patience to hold contrarian positions through volatility.

SK
Sarah Kimura
Director of Research

Former sell-side analyst turned buy-side researcher. Leads the firm's primary research platform and manages the analyst team's thesis development process.

DP
David Petrov
Head of Risk & Portfolio Construction

Quantitative risk specialist with expertise in portfolio optimization, exposure management, and the unique risk dynamics of short-biased strategies.

Inquiries

Sikuli Capital maintains selective partnerships with institutional allocators who share our long-term perspective and contrarian orientation.

[email protected]
Headquarters
New York, NY
Telephone
+1 (212) 555-0140
Bloomberg
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