About

Solitude Capital Management is a fundamental value, absolute return investment firm focused on Asia.

We utilize a fundamental value investment process. We invest in companies where operations in Asia are the primary drivers of shareholder value. While our investment philosophy remains consistent, our positioning is dynamic and allows capital to flow to the best ideas across the region. Our targeted investors are endowments, family offices, foundations and pension funds.



Asia-Centric

Region driving global growth

Dynamic Positioning

Allowing capital to shift based on opportunities

Best Location

Hong Kong: creativity, efficiency & rule of law



Partners

  • Joel Werner

    Partner

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Joel is a Partner and the Chief Investment Officer of Solitude Capital Management. Prior to founding the firm, Joel was a Managing Director at ChinaRock Capital Management. He was a Portfolio Manager at Plural Investments and Sandelman Partners, a $4.5 billion multi-strategy fund. While at Sandelman Partners, Joel co-established and co-managed the European office and investment portfolio. He began his career as an investment banker at Goldman Sachs and an associate at Frontenac, a private equity firm. Joel earned a MBA from the Stanford Graduate School of Business and a BS in Finance from the University of Illinois at Urbana-Champaign.

  • Angela LI Wan

    Partner

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Angela is a Partner at Solitude Capital Management. She worked with Joel at ChinaRock Capital Management as an investment analyst where she managed junior research staff and was responsible for investment ideas and diligence. Prior to ChinaRock, Angela worked at PricewaterhouseCoopers as an audit associate. She earned a MBA from Columbia Business School and a Bachelor of Economics and Finance degree from the University of Hong Kong, graduating with 1st Honors. Angela speaks Mandarin, English and Cantonese.

WSJ: Hedge Funds Prosper on China Tech But Bubble Fears Emerge

September 13

With Solitude Capital’s hedge fund up 57% this year, Partner Joel Werner discusses why they avoid stocks vulnerable to a macroeconomic shock.

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Bloomberg: Solitude’s Asia Hedge Fund Gains 51% This Year to Rank Near Top

August 15

Joel Werner led his hedge fund to a 51 percent gain this year through July to rank among Asia’s top-performing hedge funds, even as he largely steered clear of the Chinese technology giants that powered gains at peers.

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Bloomberg: Hedge Funds Squeezed by World’s Highest Rents Are Moving Out

May 26

Joel Werner, who runs an Asia equity fund at Solitude Capital Management, discusses operating overhead.

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