Alexander Karlan

Alexander Karlan is the former Managing Director and Technology Sector Head at ALUA Capital Management LP, based in New York, NY. In his role at ALUA from 2015 to 2024, he was responsible for leading investments with a particular focus on the technology sector, overseeing research and strategy for long/short equity positions in technology-driven companies. His expertise centers on identifying innovation and disruption across the technology industry, particularly within publicly traded equities.

Karlan began his career as an analyst at Viking Global Investors before earning his MBA from Stanford University Graduate School of Business. He later contributed to Merrill Lynch's proprietary trading group and co-founded Trulify, serving as its CEO and Chairman, further developing his analytical and entrepreneurial skillset. His role at ALUA Capital—a firm started by alumni of the renowned Tiger Management and Viking Global ecosystems—placed him within the industry's preeminent group of sector-focused stock-pickers.

Throughout his career, Karlan has been recognized for his deep sector expertise in technology and his ability to adapt equity strategies to shifting global trends and technological disruption. He is now launching his own fund, Otter Rock, applying his established technology-oriented investment approach and continuing his leadership within the evolving landscape of alternative asset management.