True Fiduciary Capital

Daniel O'Keefe is the Managing Partner and makes all investment decisions. O'Keefe previously spent two decades at Artisan Partners, where he served as lead portfolio manager for the Artisan Global Value strategy. By the time he departed, he was managing approximately $34 billion in assets and had built a long-term track record of concentrated, benchmark-agnostic investing (public record).

Yes. The firm runs a crossover strategy that treats public equities and private technology investments as a single, thematic portfolio. This dual mandate allows O'Keefe to hold a position through an IPO rather than exiting, and to buy public companies with the same long-duration, compounder-oriented lens he applies to private deals.

The firm makes early-stage private investments in technology sectors and also buys public technology stocks. In private markets, it writes early-stage checks but does not disclose a specific round preference, reflecting the flexible, mandate-driven approach rather than a rigid stage framework.