Peloton Capital Management

Peloton Capital Management Customized portfolios powered by Peloton We adhere to a disciplined and proven investment process to deliver superior risk-adjusted returns for our clients.

Peloton Capital Management is an independent, SEC-registered investment advisor centrally located in Indianapolis, Indiana. We are an employee-owned private wealth management firm and emerging institutional asset manager with nearly $300 million in total assets under management. Founded in 1984, our senior investment professionals have an average of 29 years industry experience, and we specialize

in the management of customized high quality domestic growth equity and balanced portfolios for both private clients and institutions. The investment committee’s extensive experience and team continuity is the foundation to our collaborative investment approach. Our singular focus is on achieving each of our client’s unique investment objectives while striving to deliver excellence in portfolio management and client service.

May 2025 Insights:
05/15/2025

May 2025 Insights:

Cash Return on Invested Capital (CROIC) is a powerful yet often overlooked financial metric that can provide deep insight into a company’s ability to generate real value. Unlike earnings-based metrics, which can be influenced by accounting choices, CROIC focuses on actual cash returns, offering a ...

2025 Q1 Recap & Outlook:
04/24/2025

2025 Q1 Recap & Outlook:

It’s not lost on us as managers that this market is wearing everyone out. We feel it too. It’s during these periods that we lean especially heavily on our process, discipline, and core philosophies. Just because we are not especially active in portfolios does not mean that we are not continually...

March 2025:
03/17/2025

March 2025:

The stock and bond markets have experienced increased volatility influenced by recent trade policies and geopolitical events under President Donald Trump’s administration. After hitting a record high on February 19, 2025, the S&P 500 index has fallen into correction territory or a 10 percent decli...

February 2025:
02/13/2025

February 2025:

We spend an enormous amount of energy discerning whether the businesses we’re considering for investment are excellent. We think of excellence along financial factors (revenue growth, free cash flow margin, debt levels and structure, etc.) and operating themes (management quality, secular “tailw...

2024 Q4 Recap & Outlook
01/15/2025

2024 Q4 Recap & Outlook

With the new year underway and the election results certified by Congress, business leaders can confidently maneuver their companies to best compete under the new administration. Trump’s victory sparked a sharp initial rally in stocks but was followed by a leveling off and then a “Santa Clause R...

December 2024:
12/16/2024

December 2024:

For 2025, the IRS has increased contribution limits for various retirement plans, health savings and educational accounts. These increased limits are designed to help individuals and families save more for retirement, as well as prepare for higher healthcare and educational expenses. Investment and....

November 2024:
11/19/2024

November 2024:

Through November 11, the Standard & Poor’s 500 price index was up a stunning 25.8% year-to-date. Of course it didn’t happen all at once. It’s easy to assume that appreciation accumulated gradually over the course of 219 trading days of 2024. But did it? Here are some data points to consider: O...

August 2024:
08/16/2024

August 2024:

People who have been fortunate to inherit an IRA from someone other than a spouse now have (or will need to establish soon) an Inherited IRA. Under 2019’s SECURE Act, beneficiaries of decedents who passed away before beginning Required Minimum Distributions (“RMDs”) were allowed to receive dis...

2024 Q2 Recap & Outlook
07/15/2024

2024 Q2 Recap & Outlook

A Wall Street adage tells us “the trend is your friend… until it isn’t.” What has us thinking about this now is the market action since the end of 2021 and most notably the decided change of tone two trading days in a row in the middle of July. For virtually 30 months, we were […]

June 2024 insights:
06/17/2024

June 2024 insights:

Since the Federal Reserve began raising interest rates in the Spring of 2022, investors have experienced a stock market that can be defined as narrow or lacking in breadth. Look no further than the recent performance differences between the S&P 500 equal-weighted and market capitalization-weighted i...

March 2024 Insights:
03/15/2024

March 2024 Insights:

The 2024 United States elections are fast approaching and scheduled to be held on Tuesday, November 5, 2024. As the nation prepares to determine the next President of the United States, 34 of the 100 seats in the Senate will also be contested, as well as all 435 seats in the House of Representatives...

Peloton's Q4 2023 Recap & Outlook:
01/17/2024

Peloton's Q4 2023 Recap & Outlook:

If 2022 was the year of unprecedented Fed rate hikes and 2023 was the year of the “pause,” it seems likely that this year will be when the Fed pivots towards lowering rates. That’s what markets are anticipating. This means that investors will continue hanging on every word from the Fed until i...

Address

8500 Keystone Crossing, Suite 450
Indianapolis, IN
46240

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13175591700

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