When you invest with Longnook, you will sit on the same side of the table as the founder.
David Daglio, Founder & CIO David spent three decades in institutional asset management, rising from junior analyst to CIO of a $500B enterprise at Mellon. He has managed large teams, navigated three major market crises, and served on public boards.
He founded Longnook Ventures to return to his roots: high-conviction, opportunistic stock picking, free from the constraints of the “big money” world.
Dale brings over 25 years of investment experience to his dual role as COO and CCO. Throughout his career at premier firms like MFS Investment Management and Mellon, he has managed multi-billion dollar portfolios with a focus on long-term growth. Dale spent 13 years as a key member of David Daglio’s Opportunistic Value Team, where he refined his passion for a systematic, value-driven investment process designed to identify securities trading below their intrinsic value. More recently, Dale led finance operations of a telehealth startup through early service commercialization and a Series B venture capital fundraising, as well as managing finance and operations for a successful hedge fund launch.
To execute this strategy at scale, we use a “Man + Machine” approach. Our proprietary AI Engine is a digital replication of the investment framework David Daglio refined over 30 years. It analyzes hundreds of companies daily, filtering for the perfect “conditions” and stripping away emotional bias.
The Machine finds the signal. The Human makes the decision.
