Big Sky Capital is an actively managed investment fund that combines deep fundamental research with modern portfolio strategy to invest in innovative, high-growth companies driving technological and economic transformation.
We use sophisticated, options-based techniques to manage risk and enhance returns, blending long-term conviction with tactical precision to capture meaningful upside while protecting capital through all market conditions. Our mission is simple: invest intelligently, manage risk deliberately, and compound wealth consistently over time.
Intelligent Capital. Disciplined Growth. Built for the Long Term.
Intelligent Capital. Disciplined Growth. Built for the Long Term.
Investment Philosophy + Ethos
At Big Sky Capital, we pursue a disciplined, research-driven approach to investing in businesses at the forefront of technological and economic transformation. While innovation guides our focus, we maintain the flexibility to invest across industries where strong fundamentals, intrinsic value, and long-term potential converge.
Our investment process is anchored in deep fundamental analysis, with an emphasis on quality, business durability, and intelligent capital allocation. We build core equity positions complemented by a dynamic options-based framework that enhances returns, manages downside risk, and captures opportunities throughout market cycles.
The result is a balanced, adaptive investment strategy designed to compound wealth over time—combining the vision to recognize transformative potential with the discipline to protect and grow capital responsibly.
Founders
Jared Gueller
Co-FounderJared Gueller is an experienced investor and co-founder of Big Sky Capital. After nearly two decades as a sales executive in the healthcare technology sector with companies like GE Healthcare and Cerner, he shifted his focus to the stock market—building expertise in equities and options since the early 2000s. Jared's investment approach blends deep fundamental research with disciplined risk management to uncover high-growth opportunities. Outside of finance, he's a devoted husband and father who enjoys family time, his kids' sports and activities, and the great outdoors.
John R. Wagner brings more than 30 years of experience in investment management. As a portfolio manager, he has overseen institutional portfolios, complemented by experience auditing institutional retirement plans and consulting. He has co-founded multiple investment advisory firms, and been employed by various institutions including Zions First National Bank Private Asset Management, and a division of Fidelity Investments Institutional Investor Services. Throughout his career, Mr. Wagner has managed and consulted on diverse portfolios across equities, fixed income, and alternative assets, consistently delivering superior results for his clients.
Co-FounderJohn R. Wagner
Speak with us.
We welcome inquiries from qualified investors interested in learning more about Big Sky Capital and our investment approach.
To begin a conversation about opportunities with our fund, please complete our contact form.