Welcome to Lekker Insights!
Lekker Insights is the Substack publication of Lekker Capital Management LLC. Lekker Capital provides investment consulting and advisory services to funds, family offices, HNWI and other institutional and accredited investors.
Follow @qthomp on X or email info@lekkercapital.com with questions or for more information.
About Quinn Thompson.
Quinn founded Lekker Capital in early 2024 with the launch of a discretionary macro hedge fund to formalize his passion for financial markets, trading and investing.
He began his career in New York City where he held positions in fixed income, leveraged finance and capital markets, most notably at Guggenheim Partners, a well-known Wall Street firm. Prior to Lekker, Quinn also spent 3 years in CIO/Head of Capital Markets roles within the digital asset ecosystem overseeing corporate strategy, investment, underwriting and business development, most notably at Maple Finance, a multi-billion dollar institutional lender. Quinn helped to scale multiple lending businesses to over $2 billion in originations and raise hundreds of millions in capital.
Quinn graduated from the University of Wisconsin School of Business in 2016 with a double major in finance and accounting. Quinn began working full-time entrepreneurial jobs and investing at the age of 16 to finance his college education.
Our strategy.
The goal of Lekker Insights is to share analysis and provide access to our trade ideas and investment theses. We are building the best community of engaged participants to create a fruitful environment for everyone involved that facilitates collaboration and debate. It’s one thing to read a trade idea or investment thesis, but it’s another to be able to stress test it, ask questions and contemplate structure/execution to truly learn, understand and action it. Lekker will serve as a go-to hub for you to escape the clutter and madness of social media, filter the noise, curate ideas and surround yourself with genuine and curious market practitioners.
Lekker views the world through a top-down, multi-asset framework. We combine qualitative, macro forecasting with a technical approach to generate ideas and identify attractive trade setups and structures. Investment theses tend to focus around opportunistic, event driven, relative value and other cross-asset opportunities. Quinn’s experience working across fixed income, credit, commodities, FX and digital assets lends a particular expertise in those areas of the market.
At Lekker, we seek to generate a positive return on capital no matter the market environment and will trade from both the long and short side. Our strategy tends to be less correlated to the broader market given it is opportunistic in nature. Our level of activity in the market is not tied to a constant level of exposure but rather driven by the opportunity set presented.
What do paid subscribers receive?
We are constantly improving and expanding this space over time but the below provides you with a sense of the minimum we expect to deliver.
Scouting the Tape delivered weekly, most weeks (~40-50 issues per year)
Interactive market update calls held every 1-2 months (~5-10 calls per year)
Deep-dive and thematic research (~5-10 reports per year)
Live chat and Q&A
Annual Lekker Capital meetup (TBD, in ideation phase)
The basic subscription price is $40/month or $400/year. We wanted to structure the offering as a fair entry point, accessible to as many people as possible. If a single idea or trade helps you generate 10% on a $4,000 position, the annual fee has paid for itself. The deliverables you will receive over the course of a year are the result of thousands of hours of time and energy.
For larger clients, we also offer full institutional coverage that includes in-person meetings, calls, tailored research and advisory work. Please contact us directly if this is something of interest.
Free subscribers will continue to receive our Forward Guidance podcast chartbooks and can follow Quinn on X/Twitter for the latest updates. If you’re someone who’s seriously interested and an active follower but unable to commit to the cost required to be a member, reach out and I’ll see what I can do.
We also have a referral program that helps you unlock free access to the community.
Disclaimer
The analysis contained on this website and all of the newsletters, blogs and reports published here are for informational and educational purposes only and do not constitute legal, tax, investment, financial, or any other form of advice. The commodities, securities, tickers, or other assets mentioned are volatile and can lose significant value. Do your own research and consult a licensed financial advisor before making investment decisions. Nothing published on this website is an offer, recommendation, endorsement, or solicitation to buy or sell any security, commodity, or other financial instrument, nor is it such an offer or solicitation in any jurisdiction where that would be unlawful. You are responsible for any gain or loss you may incur by acting on what you read here.
Reading or subscribing to this content does not create any advisory, fiduciary, or client relationship between you and the author, and nothing published accounts for your individual circumstances, objectives, or risk tolerance. The author and any associated individuals or entities are not registered as securities broker-dealers or investment advisers with the U.S. Securities and Exchange Commission, the Commodity Futures Trading Commission, or any other regulatory authority. For advice suited to your situation, consult a registered investment adviser or other qualified professional. You should also assume the author and affiliated entities may hold positions in any asset discussed and may buy or sell without notice.
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