Seeking Absolute Returns Through Inflection Investing
Praetorian Capital is a hedge fund managed by Harris “Kuppy” Kupperman dedicated to seeking non-correlated, asymmetric returns. The actively-managed strategy seeks absolute returns through highly-concentrated investments exhibiting inflecting secular or cyclical tailwinds, along with allocations to Event-Driven special situations.
Kuppy's Korner
What exactly is inflation?? We’ve all been told it’s bad, and we all get annoyed with things increasing in price. Economists intuitively understand that it’s the lagged effect of money...
I’ve now written two pieces on the economics of AI datacenters (Piece 1, Piece 2). Nothing shakes me from my view that these are deeply negative ROIC investments. Yet, hyperscalers...
I like to remind people that “when it comes to finance, most things are pretty obvious; it’s the timing that’s hard…” Through nearly three decades of investing, this concept has...
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Our Business
$396.1 Million Total Assets Under Management as of August 2026.
1. This figure is an estimated and unaudited amount.
