James D. Lavelle, CFA

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James D. Lavelle, CFA

James D. Lavelle, CFA, is a Partner at Orthogon Partners Investment Management, LLC, a private investment fund manager focused on esoteric assets. Prior to joining Orthogon, he was a Senior Vice President at Two Sigma Investments and one of the first members of their proprietary private investment team. He graduated magna cum laude with an A.B. in Economics from Princeton University.

December 2019


The Search for Returns: Niche Investment Strategies

Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue it, to manage it and to evaluate it. It’s likely to involve investments that are harder to understand, complex, go against traditional norms/ trends and are often private and relatively illiquid.

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