YTD Return+49.5%
30D Return+26.67%
Capital Deployed$10,750
Win Rate100%
LEAPS Allocation22%
Cash Reserve57%
YTD Return+49.5%
30D Return+26.67%
Capital Deployed$10,750
Win Rate100%
LEAPS Allocation22%
Cash Reserve57%
M/Y
McCarter & Young
Capital
PRIVATE CAPITAL · STRATEGIC EXECUTION

McCarter & Young
Capital.

A disciplined, hybrid capital strategy combining premium income generation with tactical long-duration investing.

Since Inception Return
+49.5%
Portfolio Snapshot
6 Closed / 2 Open
Inception
July 2026

Performance updated monthly. Private partnership; figures are unaudited.

The Strategy

Income today. Asymmetry tomorrow.

We pair a premium income engine with tactical long-duration positioning. The income engine pays our capital to wait; long-duration exposure compounds quietly behind it. The result is a portfolio that earns while it grows—engineered for durability across regimes.

Capital Engine
Wheel Strategy
Generates premium income
Funds LEAPS
Tactical long-duration exposure
Compounds Capital
Income · Growth · Reinvestment
Why We Win

Edge built on principle, not prediction.

Disciplined System

Rules-based execution. We do not improvise.

Elite Asset Selection

Only the highest-quality, durable businesses.

Asymmetric Positioning

Limit downside. Engineer convexity.

Capital Efficiency

Premium income compounds the core.

"We don't chase. We position."
"We get paid to wait."
"We deploy aggressively when fear is highest."
Membership

Private access. Built for long-term capital growth.

Approved members receive performance reporting, position transparency, and the firm's active research.