About

Jack Kurtz - Portfolio Manager

Jack Kurtz serves as lead Portfolio Manager at Kurtosis. Previously, Jack was a Senior Analyst at Cricklewood LP, responsible for researching and investing a diversified public portfolio, focused on large-cap technology and small-cap healthcare equities.

Jack began his career at Morgan Stanley and Société Générale, where he learned the inner workings of the financial services industry. With a lifetime passion for stocks, Jack leverages his decade-plus of investing experience in managing concentrated positions in public and private companies at Kurtosis.

Jack holds a B.A. in Economics from the University of Michigan.

Frequently Asked Questions

  • Founded in 2024, Kurtosis is an investment management firm based in Downtown Los Angeles that aims to deliver sustainable and durable returns while managing tail risk through its concentrated long-only strategy.

  • Kurtosis pursues concentrated positions in companies with potentially unappreciated characteristics indicative of high excess earnings potential. These investments are primarily in public equities, focusing on small-cap biotech and medical device firms, as well as large-cap technology and communications companies across North America, Europe, and Asia. Kurtosis also invests in private funds and companies in its diversified asset portfolio.

  • No, Kurtosis is not currently accepting additional outside capital as it operates as a single-family office.