Innovative investing seeking exceptional returns.
The Nomadx Strategy is an unconstrained concentrated portfolio focused on finding the best up-and-coming small-cap companies across the globe. The strategy uses a proprietary return on capital formula to identify the best businesses in the world while overlaying qualitative variant perception or catalysts that will result in increased shareholder value.
We heavily focus on deep due diligence and research-driven approach to investing. We prioritize long-term growth and seek out exceptional small-cap companies that have the potential to reinvest and grow into large caps. Our investment philosophy is guided by a commitment to innovation, originality, and high-quality businesses. We strive to build lasting relationships with our partners to build long-term wealth.
Our mission is to generate long-term wealth for our partners by investing in exceptional small-cap companies around the world. We focus on identifying opportunities with the potential to reinvest and grow into large caps, delivering superior returns for our clients.
Meet the Team
Scott Rochelli, CFA
Scott Rochelli, CFA is the founder and manager of Nomadx Strategy. In addition to his work at Luther King Capital Management (LKCM) as an analyst focusing on the Small-cap and International portfolios, Scott was also an adjunct professor at Texas Christian University. He spent seven years at LKCM, where he helped incubate the LKCM International Fund and covered several other public investments and supported private deals. Before LKCM, Scott attended the University of Texas (UT) full-time MBA program, where he served as portfolio manager for the UT Investment Fund. He also gained experience interning at Bares Capital, a $5B asset manager, and a consumer-focused long/short hedge fund. Scott graduated from Southern Methodist University with a degree in Finance and a minor in Economics.
