Public equities
Company fundamentals, market expectations and the catalysts that can bring price and value closer together.
Independent capital · In development
Research first.
Capital with purpose.
Kelby Capital is being established to invest proprietary capital across public equities, digital assets and prediction markets.
Our areas of focus01 / Investment focus
Three markets.
An independent view.
Businesses & markets
Digital assets
Spot digital assets, with attention to market structure, liquidity and the practical demands of custody.
Prediction markets
Event probabilities, contract terms and the difference between an observed price and a researched estimate.
02 / Approach
A written thesis.
A defined exposure.
An honest review.
Our planned process begins with a question that can be tested. Research informs the position; liquidity, uncertainty and potential loss determine its size.
Decisions and outcomes will be documented, with regular review of the evidence, costs and assumptions behind each investment.