About

Solitude Capital Management invests in publicly traded companies in 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

Region driving global growth

Dynamic Positioning

Allocate actively to the best regions

Hong Kong

Proximity to Investments, Human Capital, and Rule of Law



Partners

  • Joel Werner

    Partner

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Joel is a Partner and the Chief Investment Officer of Solitude Capital Management. 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 the European office in London and managed a European long/short equity strategy. He began his career as an investment banker at Goldman Sachs and an associate at Frontenac, a private equity firm. Joel earned an MBA from the Stanford Graduate School of Business and a Bachelor of Science degree 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 an 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.

  • Derek Bednarski

    Partner

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Derek is a Partner and the Chief Operating Officer of Solitude Capital Management. Before joining Solitude, Derek served for two years as Director of Operations for Oasis Management (Hong Kong) LLC, adviser to an approximately $1 billion multi-strategy, multi-asset class Hong Kong based hedge fund. Prior to joining Oasis, Derek worked for eight years in various roles at Northern Trust Hedge Fund Services in Hong Kong and Chicago, including Relationship Manager and Team Leader for their OTC Structured Products team. Derek began his career as an investment accountant at Bank of New York Mellon. Derek earned a Bachelor of Science in Management degree majoring in Finance from Tulane University in New Orleans in 2006 as a Dean’s Honor Scholar. He is a Chartered Financial Analyst and a member of the Hong Kong Society of Financial Analysts (HKSFA), and has taught CFA exam prep classes for Kaplan for two years while in Hong Kong.

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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