Est. October 2024

Private investment partnership

Killington Investments LP

A data-driven public markets strategy focused on AI, compute infrastructure, and consumer markets, with an event-driven emphasis.

Killington seeks to identify mispricings, catalysts, and other return drivers in public equities and equity-related instruments. The process combines proprietary and third-party datasets, primary industry research, public information, and commercially obtained information.

The Fund frequently employs tactical and event-driven positions, including trades around earnings, supply-chain inflections, and changes in market perception. Positions may be held longer when supported by the thesis, risk profile, and opportunity set.

The Fund may invest long or short across sectors, market capitalizations, and geographies. Current areas of interest include AI infrastructure, semiconductors, and consumer markets, though the opportunity set may change over time.

Options, ETFs, hedges, cash, and other instruments may be used to manage risk, improve capital efficiency, and express views with precision. All information sources are intended to be obtained and used in accordance with applicable law and the Fund's compliance policies.

Assets under management
As of August 2026
Fund inception
October 1, 2024

Principal

Alexander Michael

Leads portfolio construction, research prioritization, trading, risk management, and investor relations. Before Killington, he worked at Balch Hill Capital and studied Computer Science, with a focus in artificial intelligence, at Stanford University.

Co-Founder & Head of Data

Gil Zamfirescu

Leads the Fund's data infrastructure and the integration, validation, and analysis of proprietary datasets used in investment research. He co-founded Killington Technologies and earned a degree in Economics from the Massachusetts Institute of Technology.

Fund materials are distributed privately to approved recipients. Use this form to request access, ask a question, or contact the firm.

Business telephone (415) 886-9825