Corvara Capital LLC is independently owned, based in the San Francisco area, and was founded in March 2017. Corvara manages a global, high-quality growth, concentrated portfolio of 20-30 stocks offered through separately managed accounts (SMA).
Corvara is focused on preserving and growing our clients’ assets by applying our investment criteria and using a disciplined investment process. We focus on highly liquid global companies that meet our high-quality criteria: high or improving ROIC (return on invest capital), a quality balance sheet supported by consistent free cash flow, high barriers to entry, sustainable competitive advantages, operating in markets with stable growth, value creating capital allocation, proven management, and valuation that support-long term capital appreciation.
We offer our global high quality growth portfolio through a SMA at Interactive Brokers.
Prior to founding Corvara Capital LLC, David Geisler worked in venture capital for five years, spent three years on the sell side covering the Internet sector, and spent the last ten years working for a global equity manager and a domestic concentrated manager as a co-portfolio manager.
David started his career in venture capital working for Piper Jaffray Ventures investing in early stage healthcare companies. After a brief stint with one of the venture fund’s portfolio companies, David graduated from UC Berkeley’s Haas School of Business with an MBA and worked as an Equity Research Associate at Cowen & Company covering the Internet and New Media sector. David then joined Artisan Partners Global Equity team as an Associate and was promoted to Analyst and then co-Portfolio Manager, Global Small Cap. David joined Lateef Investment Management as a co-Portfolio Manager managing a concentrated domestic growth portfolio.
David graduated from University of California, San Diego with a BA in Economics, Highest Distinction, and an MBA from University of California, Berkeley with certificates in Management of Technology, and Entrepreneurship. David was born in Belgium and is fluent in French.