About

I started SCM in 2022 to incubate a fund to track my investing performance against the S&P 500 in a closed, auditable vehicle.

SCM is setup to invest only my personal assets, and I plan to use this website as a place to post my investment theses as they develop and materialize into positions in the fund.

At some point in the future, I may convert this incubated fund into a structure where I raise outside capital. This vehicle, and the associated blog, will serve as my track record for review and discussion with potential limited partners.

Please reach out to me with any questions at michael@seruniancapital.com