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
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...
If you’ve spent any amount of time on Twitter, you’ve likely come across the hypothesis that AI will bring an extinction level cataclysm for white collar workers. Instead of having...
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Our Business
$389.6 Million Total Assets Under Management as of May 2026.
1. This figure is an estimated and unaudited amount.
