Performance that Makes a Difference
Traditional active management is not performing
Percentage of U.S. Large-Cap funds that outperformed the S&P 500 Index
15 years
7.81%
1 year
39.10%
5 years
13.42%
10 years
14.39%
source: SPIVA June 30, 2023
Too many investors pay high fees for underperformance
Investors want to outperform passive indexing
Likely Capital Management is built to deliver long-term net of fees outperformance of the S&P 500 Index.
Investors expect their managers to perform
Past performance is not indicative of future results. All investments are subject to a risk of loss, including a risk of loss of principal.
Likely Capital Management is an alternative investment firm in Temecula, California.
Likely Capital Management is built to outperform the S&P 500 Index net of fees over long time horizons through a novel strategy at the intersection of Behavioral Finance, Statistics, and Economics.
We invest opportunistically through a proprietary securities and derivatives trading system employed since 2014. Preserving diversification, resolute discipline, and informed risk management create our long-term performance edge.
Our non-negotiable is earned trust. We earn trust by building durable long-term relationships, aligning interests, communicating transparently, and maintaining the highest ethical standards.
About Us
Past performance is not indicative of future results. All investments are subject to a risk of loss, including a risk of loss of principal.
“Education is one of the most inspired and influential ways to make a difference - that is why I became a teacher. Making a difference at scale is why I founded Likely Capital Management.
I am honored to advocate for and support expanding educational opportunities for all students, especially those in military families, marginalized groups, and at-promise populations. They are my WHY.”
Jason Slowbe, Founder and Managing Partner
Performance that Makes a Difference
We donate one-third of our profits to student-centered organizations, including:
Girls Who Code
