Leading US Stock Value Investment Team Led by Wall Street Veterans

With over a decade of deep expertise in the US stock market, we deliver consistent returns through rigorous research while safeguarding capital with discipline and experience.

Core Investment Team

Carsten-Knobel

Carsten Knobel

Founder & CEO
  • 20+ years in Wall Street investment banking and asset management (Morgan Stanley, Goldman Sachs, etc.)
  • Managed > $1B US equity portfolios with 15%+ annualized returns
  • Expert in macro analysis and sector rotation; accurately called multiple market turning points
"Investing is the monetization of insight. We navigate cycles with rigorous research and long-term conviction."
James Hartman

James Hartman

Chief Strategist / Star Fund Manager
  • 15 years in US equity quant & discretionary strategies; previously managed > $500M flagship funds
  • Named to Barron's "Top 50 Strategists in America" 2025 & 2026
  • Developed proprietary "Three-Dimensional Resonance" model with >70% hit rate in tech & consumer names
  • Frequent CNBC / Bloomberg contributor; views widely followed globally

Key Performance Highlights

  • 2023: Anticipated tech correction → rotated into energy early; +35% portfolio return
  • 2025: Captured AI leadership (heavy NVIDIA, Microsoft); fund NAV +42%
  • 2026 YTD: Positive returns in volatile market; max drawdown ≤8%
"Be fearful when others are greedy, and greedy when others are fearful — but only with deep industry knowledge."

Our Investment Philosophy

Deep Research

In-depth coverage of 10 core US sectors and 500+ companies grounded in rigorous fundamental analysis

Strict Risk Control

Target max drawdown 10%via diversification, dynamic hedging and disciplined position sizing

Long-Term Orientation

3–5 year holding periods; partner with high-quality businesses through growth cycles, avoiding short-term noise

Proven Track Record

18.2%
5-Year Annualized Return
7.8%
Maximum Drawdown
12.3%
Annualized Outperformance vs S&P 500
96%
Client Satisfaction

What Our Clients Say

"Virelle Capital's professionalism and forward-looking approach stand out. David's strategy delivered exceptional returns during the 2025 AI surge."
Robert

Robert Williams

Director, Asset Management Firm

"After years of inconsistent self-directed trading, Virelle brought stability and education. Their risk management is outstanding."
Jennifer

Jennifer Lee

High-Net-Worth Investor

"The team combines Wall Street expertise with sensitivity to Asian investor needs. Consistent 15%+ annual returns over 3 years."
Michael

Michael Zhang

Partner, Cross-Border Investment Firm

Join Us to Capture US Equity Opportunities

Whether you're an individual investor or institution, we offer tailored US stock solutions that match your objectives.

Download 2026 US Equity Strategy Report (Free)
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