Chief Marketing Officer at Bilbel Capital. Like/ RT ≠ endorsement. Tweets not Financial/investment advice. Views are my own.bilbelcapital.com Delaware, USAJoined April 2017
In the near future, @bilbelcapital’s semi Annual Letter will be published.
In the meantime, I would like to re-share our 2025 annual letter.
Returns since inception (February 2022) until annual letter’s publication:
Bilbel Capital: 2,092.4%
S&P 500: 58.1%
A few weeks ago, I shared that Bilbel Capital was featured in @HFAlert.
Today, I’m sharing the full article.
The article covers five key themes behind Bilbel Capital’s journey so far:
1. Our roots in and the early formation of the firm
2. The launch of our Delaware-domiciled long-only equity fund
3. Our AI-powered research system, Argus
4. Our global search for undervalued, investible micro-cap opportunities
5. Our track record, past investments, and long-term ambition as a firm
The full Hedge Fund Alert article is attached below for anyone who would like to read it.
For more information on @bilbelcapital Capital, read the first comment.
Once again, I would like to take this opportunity to thank Mr James Prado Roberts (@PradoRoberts) for this opportunity.
@sammutgabi@bilbelcapital
A few weeks ago, I shared that Bilbel Capital was featured in @HFAlert.
Today, I’m sharing the full article.
The article covers five key themes behind Bilbel Capital’s journey so far:
1. Our roots in and the early formation of the firm
2. The launch of our Delaware-domiciled
3 professors studied if stocks with low price-to-cash flow ratios gave better returns because they were riskier.
They looked at stock performance from 1968 to 1990 during the:
-25 worst months when the market fell sharply.
-88 other months when the market also went down.
-25 best months when the market rose significantly.
-122 other months when the market had smaller gains.
What they discovered:
-In the worst 25 months, cheap stocks (low price-to-cash flow) lost less money than expensive stocks (high price-to-cash flow).
-In the best 25 months, cheap stocks made more money than expensive ones.
-In all other months, both groups performed similarly.
At Bilbel Capital, we manage a Delaware-based investment fund structured under a 3(c)(1) exemption, offered pursuant to Rule 506(c) to verified accredited investors, and is managed by foreign private advisers.
Our strategy has delivered strong results since inception up until the last letter (2,092.4%) , and we take a disciplined, compliance-first approach to investor onboarding and fund operations.
If you’re interested, we would be happy to set up a call to get to know each-other better, and share further insights on our investment ethos and determine whether there may be a fit for us to work together.
bilbelcapital.com
@calvinblissett is highly creative, determined, and already proving to be a valuable part of the Bilbel Capital team.
Since joining us as an intern in February, Calvin has worked closely with Gabriel as they review vast amounts of information and screen thousands of companies in search of some of the world’s most undervalued opportunities.
Bilbel Capital’s internal hurdle rate is extremely demanding. So demanding, in fact, that most people would probably laugh if they saw it. But the key point is that these opportunities do exist.
And if they exist, Bilbel Capital will work relentlessly to find them.
Welcome to the Bilbel Capital team, Calvin.
Give him a follow as he continues to grow, learn, and contribute to Bilbel Capital’s mission.
3/ From dropping out of university to building a fund off one stock - this is one of the wildest stories in fund building.
Read the full breakdown (with strategy, performance, and investor lessons):
hedgefundalpha.com/profile/bilbel…
2/ Gabriel Sammut’s strategy?
• Concentrated bets
• Deep undervaluation
• No leverage
• Global microcaps
Matteo Muscat’s edge?
Content-first growth. Letters, podcasts, & founder insights - all compounding trust.
The result? A waiting list of LPs.
To my new followers or those who have not yet visited
The below is @bilbelcapital’s website. It contains all of the letters published to date, as well as additional insights.
bilbelcapital.com Bilbel Capital
As a rare small side note, the website’s features reflect the company’s principles:
Minimalist black-and-white palette
Streamlined navigation
Spacious, focused layout
Practical, frictionless usability
The website is designed in a manner which embodies @bilbelcapital’s discipline and transparency. There is no flash, no noise, just clarity, intent, and deep respect for time and truth.
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