Recurve Capital Partners

Recurve Capital is an investment firm that manages a private partnership, focusing on a concentrated portfolio of high-quality, industry-leading businesses. The firm employs a value-based, research-intensive investment process, refined over two decades of experience in public markets. Their strategy centers on identifying "Builders"—companies that are actively developing significant and durable competitive advantages through differentiated value propositions and scale.

Recurve Capital was founded in 2021 by Aaron Chan, who serves as the Founder and Managing Partner. Chan launched the firm with $10 million in assets under management, leveraging his extensive twenty years of long/short investing experience. His career prior to Recurve Capital included roles at MIG Capital, Facet Capital Management, QM Capital, and Criterion Capital Management, where he focused on sectors such as media, telecom, technology, and microcap markets.

While specific private portfolio companies are not extensively disclosed, Recurve Capital's investment philosophy is exemplified by its analysis of companies like Carvana, an e-commerce platform for used cars, and its insights into the cruise sector, particularly Royal Caribbean. The firm seeks businesses that demonstrate strong market share gains and have ambitious, owner-oriented management teams focused on innovation and reinvestment.

The firm's investment approach is spearheaded by Aaron Chan, whose two decades of experience span long/short equity investing across various market capitalizations and sectors. His background includes managing investments in technology, media, and telecommunications, and developing quantitatively-driven fundamental strategies. Chan holds a B.S. in Management Science and Engineering from Stanford University.