Innovative Investing Solutions

For Our Time

Our Mission

The risks inherent to the market have evolved, as investors face a backdrop of growing economic and market uncertainty. Fortunately, technology always iterates forward in the form of new innovations despite changes in the economic landscape. We believe we are at the beginning of a technology revolution enabled by the cloud internet infrastructure installed over previous decades. Companies which best leverage the cloud are increasingly able to grow sales without the addition of physical assets. Similar to previous industrial revolutions, this type of paradigm shift is typically accompanied by increased levels of volatility, as new companies disrupt old.  We’re advocates of a broad and supportive diversification mix of non-correlated asset classes to accompany a cloud driven approach. This can further smooth out the investing experience. We believe the opportunity cost of missing out on these seismic shifts is perhaps the biggest risk investors face.  Successfully navigating this volatile transition from companies bounded by physical costs, to companies unbounded by cloud-enabled growth is our mission.   

Latest News

Check Out Our Latest News Appearances

James Cakmak on Netflix’s growth prospects following Q2 earnings

James Cakmak, Partner and a Portfolio Manager at Clockwise Capital, join Worldwide Exchange to discuss Netflix’s second quarter earnings...

Clockwise Capital’s James Cakmak breakdown ad-spending slowdown

James Cakmak, Clockwise Capital portfolio manager, join ‘The Exchange’ to discuss digital advertising and tech stocks...

Amazon flexing its platform, says Clockwise Capital’s Cakmak 

James Cakmak, partner and portfolio manager at Clockwise Capital, discusses what Amazon Prime Day means for the company, whether the company’s stock is rebounding, and more...

Latest Articles

Check Out Our Latest Article Publications

The Future of Tech Investing: Platforms, Not Services

Investing in ‘technology’ can mean many things. It can refer to manufacturers of computers, semiconductors, software, or even online travel companies. If the product or service touches a computer chip...

Here’s Why We’re Not Facing Another Dot-Com Bubble

A year ago, the WSJ proclaimed the market isn’t like the dot-com bubble. We disagreed. A year later, the WSJ proclaimed the opposite. Again, we find ourselves on the opposite side of the argument…

How Investing Thematically Helps Navigate Rising Valuations

Broad market indices have gone virtually straight up since the depths of the pandemic. Sure we had some minor corrections here and there, but the S&P and NASDAQ still soared...

Our Leadership

Meet Our Leadership Team

Erin Semelka, CRPC®

Global Advisor & Planner

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