Adaptive Asset Management

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Our Mission

Clockwise Capital is an asset management firm with a private equity approach to the public markets. We focus on the meaning of time and the role it plays in people's lives. We believe the essence of a great investment resides in the ability of a company to either save their customers time, or improve its quality. We understand how technology evolves to drive these two factors, which we believe define human progress. As a result, we search for securities with cyclically depressed valuations whose companies save time, thus using secularly advantaged industries to build a concentrated portfolio. With each series of investments our goal is to optimize edge, maximize return, while also minimizing correlation. This allows our portfolio to maintain a liquid, low duration fixed income balance, ready to capitalize on market volatility, while still generating market beating performance.

Latest News

Check Out Our Latest News Appearances

Clockwise Capital’s James Cakmak on Square and Slack

CNBC’s Kelly Evans is joined by James Cakmak of Clockwise Capital to discuss technology stocks. 

Why the market may be due for a correction

Despite market risks like the impeachment, coronavirus and geopolitical tensions, the market continues to climb higher. Clockwise Co-Founder and Smith School of Business’s Ryan Guttridge joins On the Move

Why expert says stocks that create time will replace FANG stocks

CNBC's Kelly Evans talks with James Cakmak, partner at Clockwise Capital, about his investing strategies amid the coronavirus pandemic.

Latest Articles

Check Out Our Latest Article Publications

Tech, Time, and Covid-19

This is not the first economic downturn, but it certainly was the fastest market correction in history. It even beat the record set during the Great Depression. The debate following every bear market period is...

What History Tells Us About the Fate of Tech’s $Trillion Club

There’s nothing magical about the trillion-dollar club. Here’s the thing, though. It was always a question of when companies pass this threshold…

What COVID-19 Means for the Market Now and What to Expect

Let’s start with the facts. Despite a disastrous initial response to the outbreak of COVID-19 from Chinese officials, it appears that things are starting to get..

Our Leadership

Meet Our Leadership Team

Erin Semelka, CRPC®

Associate & Financial Planner

Contact Us

We Look Forward To Hearing From You