About
William Mitchell is Co-Chief Investment Officer and Partner at Strategy Capital LLC, based in Los Altos, California. In his current role, he oversees investment research, portfolio management, and strategic direction for the tech-focused public equity fund, with a particular emphasis on identifying competitive winners in large-cap U.S. technology and innovation-driven sectors. He is integral to the firm's core mission of applying deep strategic frameworks to recognize companies with durable competitive advantages before these are broadly understood by the market.
Bill brings over a decade of experience in investment management, having previously served as General Partner at Mitchell Portfolio Management and publishing Spinoff & Reorg Profiles for nearly a decade. Earlier, he began his career as a developer at Apple and went on to found an investment research software company, further cementing his expertise at the intersection of technology and finance.
Mitchell holds an MBA from Stanford Graduate School of Business, a B.A. in physics from Reed College, and a B.S. in engineering and applied science from Caltech. He specializes in public equity investments in technology, large-cap, and innovation-driven companies, and is recognized for leveraging strategy-driven insights to deliver alpha in complex, emerging industries.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Strategy Capital | Partner | Jan 2019 to Present | Public equity fund management company. Strategy Capital seeks to predict long-term earning power via a unique framework for competitive analysis. |
| UMH Properties, Inc | Independent Director | Jun 2019 to Present | NYSE-listed residential REIT. |
| Mitchell Portfolio Management | General Partner | Oct 2012 to Oct 2019 | Public equity fund manager. Over $200 million AUM. |
| Spinoff & Reorg Profiles | Founder and Editor | Jun 2005 to Nov 2014 | Special situations investment research monthly. Read by hundreds of analysts in a dozen countries, at hedge funds, university endowments and other institutions collectively managing tens of billions ... |
| Firepad | Founder and CEO | Dec 1999 to Jun 2005 | World's first mobile app for video surveillance and remote device control. Sold tens of thousands of seat licenses to Medtronic, Novartis, Sprint, and US Navy. |
| Whitehorse Development | Founder and Managing Partner | May 1998 to Dec 1999 | World's first major-license mobile device video game, Tiger Woods Golf for Palm; first neural network AI on a mobile device; and one of the first Web-based software anti-piracy systems. |
| Crystal Dynamics | Producer | Dec 1992 to May 1996 | Managed or co-wrote over a dozen products yielding 70% of company's first $20m in revenue, including world's first 3D console game and first US-made Playstation game. |
| Apple | Software Engineer | Jan 1989 to Jan 1991 | — |
Education
Stanford University Graduate School of Business
MBA, Business Administration and Management, General
1996 — 1998
Caltech
Bachelor of Science - BS, Engineering & Applied Science
1987 — 1989
Reed College
BA, Physics
1984 — 1987
Monterey Institute of International Studies
Japanese Language and Literature
1987 — 1987
Universidad Catolica de Quito - Ecuador
Spanish Language and Literature
1984 — 1984