Position Sheet

Coming in December

Militia Investments

A concentrated global long/short book with a value tilt, heavy in Japan and Mexico, run by former professional poker player David Orr.

ManagerDavid Orr
Funds we'll trackORR ↗
History so farDaily collection starts in early November 2026. Before that, 19 archived snapshots back to Feb 24, 2025 (weekly to monthly, from the Internet Archive), used only for long-range history.

How they trade Discretionary

Judgment calls, trade by trade.

We will flag big moves: positions that get much bigger or smaller than is normal for the fund. More on the difference.

Why follow them

One of the few hedge-fund-style books you can watch in full every day: around 200 longs, dozens of shorts and a large cash position.

We publish a manager once we have at least 30 trading days of clean daily data, so the big moves and track record mean something on day one.

Get notified when Militia goes live

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