Bancreek Capital Management, LP
Bancreek Capital Management, LP is a Santa Monica, California-based investment adviser and hedge fund founded in 2021. The firm is led by Founder and Chief Investment Officer Andrew Skatoff and employs a team closely connected through their long-term professional relationships, with a background in both hands-on fundamental analysis and advanced quantitative research. Bancreek specializes in managing capital for institutional and sophisticated individual investors, offering actively managed funds and ETFs. As of March 2025, Bancreek Capital Management (and its related entities) reported approximately $146 million in assets under management and is known for its data-driven, systematic investment approach. The firm employs an estimated 4–10 individuals, based on available information about team size and size of firm operations.
Investment Strategy
Bancreek Capital Management employs a systematic quantitative approach rooted in deep fundamental analysis and concepts from information theory to identify companies with structural advantages—referred to as 'compounders'—in global public equity markets. The firm focuses on constructing portfolios that seek compelling risk-adjusted returns, investing primarily in corporate equities and related instruments with a global reach. Bancreek's process is designed to distill large volumes of public, economic, and market data into actionable insights, enabling both active management of listed products like ETFs and discretionary managed accounts. Their guiding philosophy is to make data-driven investing and informational 'edge' broadly accessible through research, visualizations, and educational resources.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SNPS | SYNOPSYS INC | 9.86% | $5.7M | 11,213 | $471.59 | $512.68 | +$1.1M |
C CBZ | CBIZ INC | 9.48% | $5.5M | 77,069 | $73.52 | $71.71 | -$678.1K |
M MLI | MUELLER INDS INC | 8.44% | $4.9M | 61,952 | $76.53 | $79.47 | +$756.2K |
H HUBB | HUBBELL INC | 8.10% | $4.7M | 11,568 | $425.79 | $408.41 | +$294.9K |
G GWW | GRAINGER W W INC | 7.73% | $4.5M | 4,331 | $1040.17 | $1040.24 | +$133.1K |