Sipher Street

Sipher Street Capital is an independent long/short equity hedge fund. Co-invested directly alongside our partners, we deploy concentrated long and short equity strategies across American and European markets, pairing original fundamental research with rigorous downside protection.

Rebased NAV
$106K
Inception Return
+5.75%
Co-Invested Capital
$10,000
AVGO$357.10 +11.9%
CR$204.69 +12.7%
META$614.94 +6.1%
BOXX$118.14 +1.8%
QQQ$717.50 -0.7%
XLI$175.27 -2.3%
PPH$114.21 -2.7%
AZN$163.04 -4.3%
INTU$332.00 -30.1%
CASH$-
REBASED NAV$105,747
PORTFOLIO RETURN+5.75%
UNINVESTED CASH$4,520
AVGO$357.10 +11.9%
CR$204.69 +12.7%
META$614.94 +6.1%
BOXX$118.14 +1.8%
QQQ$717.50 -0.7%
XLI$175.27 -2.3%
PPH$114.21 -2.7%
AZN$163.04 -4.3%
INTU$332.00 -30.1%
CASH$-
REBASED NAV$105,747
PORTFOLIO RETURN+5.75%
UNINVESTED CASH$4,520

Built for enduring performance

Our partnership structure and focused philosophy enable us to manage capital with complete alignment and long-term conviction.

Independent Alignment

Independence frees us to focus solely on managing the strategy in the best long-term interest of our investors. We co-invest real partner capital under a 1% management and 17.5% performance fee structure.

Quality Compounders

We dedicate rigorous fundamental analysis to high-return businesses with structural moats and secular reinvestment runways, identifying asymmetric mispricings across global equity markets.

Downside Discipline

Our short book selectively targets fundamentally impaired or aggressively valued companies, generating idiosyncratic alpha while dampening net exposure during turbulent market regimes.

Culture drives consistent outcomes

Our culture is the foundation of who we are and how we operate. It embodies the principles and discipline that unite us with our partners.

Trust is the foundation of our enduring relationships with investors and partners. We sustain that trust by upholding the highest standards of transparency, maintaining point-in-time auditable portfolio reporting, and communicating openly.

Institutional fund terms

Designed for long-term alignment of interest with fee discipline and complete portfolio transparency.

Management Fee1.00% per annum, calculated and accrued monthly
Performance Fee17.50% of net profits subject to high-water mark
Strategy & StructureU.S. & European L/S Equity Partnership
BenchmarkSOFR
Partner Co-Investment$10,000 partner capital co-invested into the strategy
Valuation & PricingRebased NAV computed daily from point-in-time exchange feeds
Transparency & ReportingOpen-source holdings, trade ledger, and historical pitch models