Patience. Discipline. Alignment.
30 years of institutional wisdom, unconstrained by the institution.
The private investment office of David Daglio, former CIO of Mellon.
The Ultimate Alignment
When you invest with Longnook, you will sit on the same side of the table as the founder.
Same fees. Same risks. Same outcome.
Conditions First. Selection Second.
Great investing requires the convergence of the right environment and the right asset.
The Macro (Conditions)
Just as a surfer checks the wind and tide, we begin with our proprietary Macro System. We analyze capital scarcity, sector washouts, and geographic flows to determine where the odds are tilted in our favor.
We do not paddle into flat oceans.
- Capital scarcity analysis
- Sector washout identification
- Geographic flow tracking
The Micro (Selection)
Once the conditions are right, we hunt for the wave. We use forensic data to identify idiosyncratic, “off-the-run” companies that the market has mispriced.
We look for the specific businesses that are poised to break out, regardless of the index.
- Forensic data analysis
- Off-the-run company identification
- Idiosyncratic mispricing detection
Institutional Wisdom, Digitized.
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.
From $500B to the Desolate Break.
From $500B to the Desolate Break.
David Daglio
Founder & CIO
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.
David Daglio
Founder & CIO
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.
Professional Journey
2026–Present
Founder & CIO
Longnook
In 2026, David founded Longnook, a fund built to manage his personal wealth strategy and open to the public.
2023–2026
CIO & TwinFocus
David served as Chief Investment Officer and Global Investment Strategist at TwinFocus, a leading multi-family office advising some of the world's most successful entrepreneurial families. He directed macroeconomic strategy, risk frameworks, and private market investments.
In 2023, TwinFocus acquired BC-GUMPS, a tactical investment firm David founded to deliver customized solutions to family offices with complex needs.
2021–2023
Chief Executive Officer / Founder at BC-GUMPS
Dave founded BC-GUMPS as a tactical investment firm focused on delivering bespoke capital solutions to ultra-high-net-worth families and family offices. Under his leadership, the firm provided concentrated, strategy-led investments and acted as a thought partner on macroeconomic risk, valuation discipline, and long-term performance design.
2018–2020
CIO and Non-Executive
Board Member
As Chief Investment Officer of Mellon, David oversaw the integration of Mellon Capital, The Boston Company, and Standish into a unified $500 billion asset manager. He chaired Mellon's Global Insight Team, a cross-disciplinary group of more than 150 investors who collaborated across macroeconomic, quantitative, thematic, and fundamental perspectives.
1998–2018
The Boston Company
At The Boston Company Asset Management, David built and led the Opportunistic Value Team, launching a suite of successful active strategies ranging from U.S. small-cap and mid-cap to global equities and hedge funds. The team's strategies drove the majority of the firm's profitability, and its AUM grew more than fivefold under his leadership.
From 1998 to 2018, these strategies were recognized as best in class by Lipper, Institutional Investor, Barron's, and others.
Early Career
Deloitte & Dannon
David worked as a strategy consultant at Deloitte, advising large corporations on competitive positioning and financial performance. He began his professional journey as an engineer with The Dannon Company, where he helped design, build, and operate large-scale production facilities on the West Coast.
Dale Dutile
COO & CCO
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.
Dale Dutile
COO & CCO
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.
Mavi Travino
Executive Administrator
Mavi brings more than 25 years of executive and operational experience supporting senior leaders across the Philippines and Qatar. Her experience spans executive administration, operations, HR, procurement, and project coordination.
Known for her organization, discretion, and attention to detail, Mavi provides dependable support in managing complex priorities and ensuring effective coordination across executives and teams. At Longnook Ventures, she supports the team across executive and administrative operations, helping provide the structure and continuity needed to remain focused on the firm’s long-term objectives.
Mavi Travino
Executive Administrator
Mavi brings more than 25 years of executive and operational experience supporting senior leaders across the Philippines and Qatar. Her experience spans executive administration, operations, HR, procurement, and project coordination.
Known for her organization, discretion, and attention to detail, Mavi provides dependable support in managing complex priorities and ensuring effective coordination across executives and teams. At Longnook Ventures, she supports the team across executive and administrative operations, helping provide the structure and continuity needed to remain focused on the firm’s long-term objectives.
The View from Longnook
“In surfing, finding the ‘desolate break’ is only half the battle. You can hike for miles, but if the wind is wrong, the ocean will be flat. Great surfing, like great investing, requires waiting for the convergence of the right location and the right conditions…”
Insights & Thought Leadership
David recently led our inaugural XXV-Decisions conference, convening global investors, CIOs, academics, and asset owners to challenge entrenched thinking and champion more responsible capital deployment.
XXV-Decisions Conference
Conversations That Matter
Dave talks about what we can learn from other investors behaviors
Dave call’s the bottom on Gold Miners vs. Gold
Dave talks about buying straw hats in the winter and the fallacy that Wall street is on your side.
Dave talks about life and what he would have told his 20 year old self