Old Logan Capital is an investment group focused on public equities committed to long-term value creation. Views & opinions are not investment advice.
Joined December 2024
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Saturday was National Bison Day. 🦬
Down to fewer than 1,000 by the late 1800s. Named America’s national mammal in 2016.
Protect the base. Stay patient. Let time compound.
That’s the bison. That’s OLC.
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New on The Trail
Partner Paxton Thompson writes on the hardest stretch of his career and seven Substacks that he could reach for when the going got tough.
Mimic wholeness. Love the moat. Ask. Be the artist.
oldlogancapital.com/trail/im…
Our values are one of the first thing you see on our website. By design of course.
We built them together as a group, and they’re the foundation of everything at Old Logan.
Lead with them, and we believe anything is possible for our clients and OLC.
oldlogancapital.com 🦬
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How fearful or greedy is the market right now?
Our Investor Portal pulls CNN’s Fear & Greed Index live. Seven signals, from momentum to junk bond demand to the VIX, rolled into one 0-100 score.
Not a signal for us. Just a data point we watch.
oldlogancapital.com/investor… 🦬
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Winter, 1799. A bison bull led 345 out of the Pennsylvania mountains in search of food.
Settlers called him Old Logan.
Markets have hard winters too. We named ours after one that led.
And we just like bison too. 🦬
oldlogancapital.com
Q3 2026: OLC −7.8%. SPY +2.4%, QQQ +0.6%, IWM −7.3%.
2026 YTD: OLC +81.0% vs SPY +12.7%, QQQ +20.9%, IWM +13.7%.
As a team, we're proud of how we handled Q3. Trust in our process is stronger heading into Q4.
*Past performance is not indicative of future results.
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25 years.
The founders of OLC were only 2 years old that day. Last summer we stood at the memorial in NYC and finally understood its weight.
Today we remember. We will never forget.
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How we work at Old Logan Capital.
Four partners, one portfolio, one weekly goal: sharper decisions than last.
This week:
- Trimmed with discipline
- Gave strong names room
- Defined risk first
- Built tools for capital rotation
- Reading "Market Wizards"
Consistent process
For years, markets have listened closely to every word from the Fed. But what happens when the Fed starts saying less?
This piece explores why economic data may be becoming the real market catalyst
Read Garett's latest write up here: oldlogancapital.com/trail/wh…
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Value #2: Integrity
Your success is our success.
We act in the best interest of the people who trust us with their capital. When they win, we win. When we fall short, we say so.
No misaligned incentives. A simple promise: we sit on the same side of the table as our clients
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How Old Logan is using AI:
We built systems that cut down the grind of analyzing filings and due diligence.
The edge lives between being ruthlessly systematic and keeping real nuance. Too much of either & you miss something.
Our research tab has created an expedited process.
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Notes on our process for a recent addition: RRX.
The idea came up during research one of our partners was already doing. The rest of us scored it blind before we discussed it.
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Most robotics & automation bets are on the end product: humanoid robots, sensors, self driving hardware. Those get the hype.
RRX makes the parts that go inside them. Actuators, pivots, and joints get bought no matter which product wins. Own the hardware, not the product.
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Q2 2026 is in the books.
OLC returned +68.03% vs. SPY +15.2%, QQQ +24.2%, and IWM +21.5%
H1 2026:
OLC +96.22% vs. SPY +10.2%, QQQ +17.0%, IWM +22.7%.
Our process remains our edge.
*Past performance is not indicative of future results*
New on The Trail 🧭
OLC partner @paxtonthompson7 wrote his first entry. Reflections from a tough stretch this year & the ideas that keep him moving:
→ Identity over outcome
→ Frequency over intensity
→ Depth beats breadth
oldlogancapital.com/trail/th…
Our combination of experiences shapes how we analyze businesses, manage risk, and make decisions under pressure.
Different lens. Sharper edge.
We're not here to be the biggest. We're here to be the best partners you could have.
oldlogancapital.com
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Asset tokenization isn't a crypto gimmick.
It's a structural overhaul of how markets settle, trade, and who gets access.
OLC partner @SamThoresen broke it down.
Worth understanding before it's everywhere.
oldlogancapital.com/trail/to…
Follow @OldLoganCapital for more.
