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"After more than 20 years in finance, from the LSE to Salomon Brothers to LTCM, you’d have thought that I’d have figured out how to invest my family’s savings. Well, it was 2002, I just turned 40, and I hadn’t."

I was at the start of a long sabbatical, with time to think. I devoted the next five years to figuring this out, and eventually I came to define an approach that worked for me. I co-authored a research paper and gave a TEDx talk describing it. It embraces diversification, a long horizon perspective, and tax and cost efficiency. It recognizes the limitations of pure market cap weighting, and uses value and momentum to try to navigate the bubbles and busts that occasionally blow through, often driven by investors’ return chasing behavior. And it says 'no thank you' to complexity, leverage, shorting and high fees. As I started to move my family’s savings into this investment approach a dozen close friends told me they wanted to go that way too. This gave birth to Elm at the end of 2011.
- Victor Haghani, Founder

Meet the team

Victor
Victor Haghani
Founder & CEO
London

Previously a founder of LTCM, Salomon Brothers research & Arb desk MD, and LSE Graduate. Splits time between London and Jackson Hole, WY.

Samantha
Samantha McBride
Portfolio Manager
London

Previously Senior Investment Associate at Partners Capital, an Investment Banking Analyst at Deutsche Bank, and LSE Graduate.

Gregg Dennis
Trade & Business Operations
London

Previously at C. Hoare & Co. Graduate of Bristol University (MS).
 

Tara McKeaney
Communications
London

Previously at CODEC and Graduate from Edinburgh University (MA).
 

Jeff
Bruce Lafranchi
Head of Investor Relations
New York

Previously at JWM Partners, RBS Greenwich Capital, and Salomon Brothers. MBA from Cornell and BS from UC Davis.

Jeff
Jeffrey Rosenbluth
CTO
New York

Previously Head of Fixed Income Arb at Salomon Brothers. PHD from NYU, MBA from University of Chicago. Splits time between NY and Jackson Hole, WY.

James
James White
Advisor
Pasadena, CA

University of Chicago (Mathematics), Freddie Mac, CRT, Citadel. Building Elm’s 3rd generation PM systems.

Arjun
Arjun Krishnamachar
Contingency Manager
New York

Previously at JWM Partners, LTCM, and Salomon Brothers. Graduate from Wharton, Berkeley and IIT. Splits time between NY and Jackson Hole, WY.

Andrea
Andrea Paul
Business Manager
Wyoming

Previously operations and research manager at Friess Associates and Assistant Director of Admissions (and Graduate) of California Lutheran University.

Andrea
Milo
Chief Happiness Officer
London

The newest member of the Elm team. Follow him on instagram @milo.pup

Press

  • "LTCM co-founder launches online investing for world's wealthy"

    Reuters
  • "To Chase or to Follow? Investing in a Volatile Market"

    Bloomberg TV
  • "LTCM founding partner targets HNWs in robo push"

    Citywire
  • "Quant Who Shook the Financial World Tries More Humble Approach"

    Bloomberg