Disciplined, long-only U.S. equity portfolios

Broadly diversified, fundamentals-driven allocation aiming for up to 12% p.a. over the cycle (not guaranteed).

  • •Long-only stocks on U.S. exchanges
  • •Broad diversification across sectors and market caps
  • •Execution and custody via independent third-party broker EXANTE

Strategy

Xplorer Capital constructs broadly diversified, long-only portfolios of U.S. equities with a focus on quality, cash-flow durability and sensible valuations to seek steady compounding with controlled risk. Our approach emphasizes fundamental analysis and disciplined allocation across market opportunities.

Key Principles

  • •Long-only, no leverage (no margin, shorting or complex derivatives)
  • •Diversification across sectors and market caps
  • •Quality & valuation discipline
  • •Liquidity screens; rules-based trims/adds and rebalancing
  • •Capital preservation mindset

Process

1

Intro & risk profile

2

Account at EXANTE (client-owned)

3

Mandate & onboarding

4

Portfolio construction

5

Ongoing oversight

Assets are held in the client's name at EXANTE. Xplorer Capital is independent and not affiliated with EXANTE.

Team

Alexey Makarenko

Ultimate Beneficial Owner (UBO)

Strategic oversight, governance, investor alignment.

Petr Kaminsky

Chief Investment Officer (CIO)

Research and portfolio management across U.S. equities.

Disclosures

Informational only; not investment advice or an offer/solicitation.

Targets are objectives and not guarantees; investing involves risk, including loss of principal.

EXANTE is an independent, unaffiliated third-party broker.

Contact

Email us: a.makarenko@allostacapital.com
+7 747 912 5486