Evidence-based investing in the U.S. capital markets, sector-balanced and diversified.

We are a private investment partnership practicing long-term, fundamentals-based investing: research-driven ownership of durable U.S. businesses across sectors, within a disciplined risk framework.

Who we are

Antalya Investment Fund LP (AIFLP) is a Massachusetts limited partnership founded in 2021. We pursue a sector-diversified, long-term investment philosophy grounded in fundamental research, with emphasis on durable business quality, valuation discipline, and reinvestment runway.

Private partnership
Interests offered privately to qualified parties only.
Research‑driven
Bottom‑up analysis within a macro context.
Aligned
Significant GP co‑investment alongside LPs.

At a glance

  • Structure: Massachusetts LP; GP: Antalya Management LLC (TX).
  • Focus: U.S. equities; long‑term, low‑turnover; tax‑aware.
  • Service model: Independent fund administrator, CPA for tax, Annual Audit.
  • Investor communications: quarterly letters and an annual partner meeting.

Investment Philosophy

We operate within the U.S. system of capitalism, where durable businesses and prudent capital allocation drive long-term value creation. Our economics-based philosophy directs capital to businesses that score highly on our internal framework — economics, durability (moat), stewardship & incentives, valuation asymmetry, and balance-sheet resilience. We avoid simplistic style labels such as “growth” or “value,” focus on evidence, and aim to compound after-tax returns over years, not quarters.

Economics first

Enduring unit economics, returns on incremental capital, cash generation.

Durability (moat)

Competitive advantages and reinvestment runways that can widen.

Stewardship & incentives

Owner‑oriented capital allocation and aligned governance.

Valuation & asymmetry

Act when expected value and downside skew favor patience.

Process & risk framework

Idea generation

We design proprietary portfolio software that provides a panoramic view from economy → sector → industry → company. This tool supports screening for high-quality businesses, review of filings, and monitoring of portfolio and watchlists.

Deep work

We model unit economics and scenarios, evaluate management incentives, and assess the durability of competitive moats.

Portfolio construction

Position sizing is tied to quality, valuation, and downside risk, with diversification by underlying economic drivers.

Ongoing review

With an owner’s mindset, we update theses as facts change and practice tax-aware trading to minimize leakage.

Risk controls

We maintain guardrails on leverage, concentration, and factor exposures, with emphasis on liquidity.

Capital allocation

We remain disciplined about opportunity cost—adding to strength, trimming into exuberance, and recycling into better risk-adjusted returns.

Team

We are owner‑operators. The General Partner invests substantial personal capital alongside our Limited Partners.

Jake Jun Xu
General Partner & Manager

Technology veteran turned full‑time investor. Leads research and portfolio construction with a long‑term, fundamentals‑first approach.

Professional infrastructure

  • Independent administrator for NAV and reporting
  • Independent CPA for partnership tax (Form 1065 / K‑1)
  • Institutional brokerage and custody
  • Independent annual auditing

Compliance notes (public site)

  • Not an offer. This website is for informational purposes only and does not constitute an offer or solicitation.
  • Private, exempt offering. Interests, if offered, are offered privately in reliance on exemptions from registration and are subject to transfer restrictions.
  • Qualified investors only. Access to materials is limited to prospective investors who meet applicable suitability standards (e.g., a “qualified client” under Advisers Act Rule 205‑3).
  • Confidentiality. Information shared through any investor portal is confidential and should not be redistributed.
  • Forward‑looking & risks. Forward‑looking statements involve uncertainty; past performance is not indicative of future results; loss of capital is possible.

Start a conversation

If you are a qualified party and would like to learn more, please reach out.

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