Equity Ownership
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We open the curtain on our process, research, and performance.
Your success is our success. We act in the best interest of our clients, with honesty on both successes and failures.
We seek asymmetric opportunities with favorable risk profiles, embracing innovation and disruption to create value and a lasting competitive advantage.
We hate losing. Our competitive edge comes from disciplined production, unbiased analysis, and stoic decision-making.
Co-Founder & Managing Partner
Co-Founder & Managing Partner
Co-Founder & Managing Partner
Co-Founder & Managing Partner
Old Logan Capital was built on a diverse foundation. Our combination of experiences shapes how we analyze companies, manage risk, and make decisions. We understand competitive pressure, financial fundamentals, and how businesses operate.
Our name comes from the bison that weathered the American frontier. They survived not just because they were strong, but because they knew when to stand firm and when to move. That's how we approach markets.
Radical Transparency: Our investment process, research, and performance metrics are shared openly with clients and team members. Every decision is documented. Every thesis is testable. Every outcome gets examined honestly, whether we win or lose. We're exploring blockchain-based transparency mechanisms to take this further.
Integrity Above All: Your success is our success. We earn our place at the table only after delivering real returns beyond agreed-upon hurdles. We act in your best interest because that's the only way to build something that lasts. When we make mistakes, we own them. When we succeed, we explain why.
Seeking Convexity: We look for opportunities where the upside dramatically outweighs the downside. We invest in innovation before it becomes consensus. We recognize disruption early enough to profit from it. We're not interested in fair bets. We want advantages built on proprietary insights and structural opportunities others miss.
Competitive by Nature: We hate losing more than we love winning. Our edge comes from preparation, unbiased analysis, and disciplined execution. We approach markets with the same intensity we brought to professional athletics. Logic beats emotion. Process beats impulse. Discipline beats hope.
We're building Old Logan Capital to be the firm we'd want managing our own money. Absolute transparency, relentless integrity, a bias toward innovation, and competitive drive. We're not trying to be the biggest firm. We're trying to be the best partners you could have.
Markets reward preparation and punish complacency. We're built to endure, adapt, and thrive across every market cycle.
We're here to explore opportunities for long-term value creation. Reach out if you're ready to explore with us.
oldlogancapital@gmail.comPaxton brings a unique perspective to investment management, shaped by years of competing at professional baseball's highest levels with the Texas Rangers and Philadelphia Phillies organizations. The mental discipline required to perform under pressure translates directly to his approach to capital allocation and portfolio construction at Old Logan Capital.
His experience in wealth management at Firm Foundation Family Wealth provided hands-on exposure to client service, financial planning, and investment strategy. This foundation drives Old Logan's commitment to identifying undervalued opportunities and building long-term partnerships. Paxton's competitive mindset and ability to excel in high-stakes environments inform the firm's resilient, performance-oriented investment philosophy.
Sam's analytical rigor stems from hands-on experience in fundamental equity research at Deepwater Asset Management, where he conducted deep-dive analysis on public companies alongside seasoned investment professionals. This foundation in evaluating businesses, scrutinizing financial statements, and identifying value drives Old Logan Capital's disciplined research process and commitment to fundamental analysis.
As a professional athlete in the Chicago Cubs organization, Sam understands the importance of preparation, pattern recognition, and execution under uncertainty. These skills translate directly to navigating market cycles and making sound investment decisions. At Old Logan, Sam brings a unique combination of Wall Street analysis and athletic discipline to portfolio construction and company evaluation.
Alex brings operational finance expertise from managing large-scale business units within UnitedHealth Group's Optum division, where he oversees financial planning, business development workstreams, and departments with over $150M in annual operating expenses. His experience navigating complex organizational structures, analyzing unit economics, and driving strategic initiatives provides Old Logan Capital with critical insight into how businesses actually operate beneath the surface-level metrics.
Having worked across pharmacy services operations and business development, Alex understands the interplay between growth investments, operational efficiency, and margin expansion. This knowledge informs Old Logan's approach to evaluating management teams and assessing sustainable competitive advantages. His ability to dissect financial statements, model business scenarios, and identify operational leverage points ensures the firm maintains a rigorous, detail-oriented investment process grounded in real-world corporate finance experience.
Garett's CPA credential and work as a Tax Accountant provide Old Logan Capital with critical technical expertise in financial reporting, tax structure analysis, and accounting quality assessment. His deep understanding of GAAP principles, tax regulations, and financial statement construction enables the firm to identify accounting red flags, evaluate management's financial reporting integrity, and understand the tax implications of corporate transactions and capital allocation decisions.
Working directly with business clients on tax planning and compliance has given Garett insight into the practical financial challenges companies face, from cash flow management to regulatory compliance. This perspective, combined with his 5-year competitive baseball career across multiple collegiate programs, reinforces Old Logan's commitment to disciplined preparation, attention to detail, and the mental toughness required to make sound decisions under pressure. Garett ensures the firm maintains rigorous accounting diligence and a sophisticated understanding of how tax policy impacts investment returns.