“After more than 20 years in finance, from the LSE to Salomon Brothers to LTCM, you’d have thought that I’d have figured out how to invest my family’s savings. Well, it was 2002, I just turned 40, and I hadn’t.”

I was at the start of a long sabbatical, with time to think. I devoted the next five years to figuring this out, and eventually I came to define an approach that worked for me. I co-authored a research paper and gave a TEDx talk describing it. It embraces diversification, a long horizon perspective, and tax and cost efficiency. It recognizes the limitations of pure market cap weighting, and uses value and momentum to try to navigate the bubbles and busts that occasionally blow through, often driven by investors’ return chasing behavior. And it says ‘no thank you’ to complexity, leverage, shorting and high fees. As I started to move my family’s savings into this investment approach a dozen close friends told me they wanted to go that way too. This gave birth to Elm at the end of 2011.

– Victor Haghani, Founder

Meet the Team

Victor Haghani

Victor Haghani

Founder & CEO

London

Previously a founder of LTCM, Salomon Brothers research & Arb desk MD, and LSE Graduate. Splits time between London and Jackson Hole, WY.

Gregg Dennis

Gregg Dennis

Portfolio Manager

London

Previously at C. Hoare & Co. Graduate of Bristol University (MS).

Tara McKeaney

Tara McKeaney

Communications

London

Previously at CODEC and Graduate from Edinburgh University (MA).

Bruce Lafranchi

Bruce Lafranchi

Head of Investor Relations

New York

Previously at JWM Partners, RBS Greenwich Capital, and Salomon Brothers. MBA from Cornell and BS from UC Davis.

Jeffrey Rosenbluth

Jeffrey Rosenbluth

CTO

New York

Previously Head of Fixed Income Arb at Salomon Brothers. PHD from NYU, MBA from University of Chicago. Splits time between NY and Jackson Hole, WY.

James White

James White

Advisor

Pasadena, CA

University of Chicago (Mathematics), Freddie Mac, CRT, Citadel. Building Elm’s 3rd generation PM systems.

Arjun Krishnamachar

Arjun Krishnamachar

Contingency Manager

New York

Previously at JWM Partners, LTCM, and Salomon Brothers. Graduate from Wharton, Berkeley and IIT. Splits time between NY and Jackson Hole, WY.

Andrea Paul

Andrea Paul

Business Manager

Wyoming

Previously operations and research manager at Friess Associates and Assistant Director of Admissions (and Graduate) of California Lutheran University.

Milo

Milo

Chief Happiness Officer

London

The newest member of the Elm team. Follow him on instagram @milo.pup