About

4-3-3 Capital is a privately-owned, registered investment advisor specializing in public equity investing on a discretionary basis for high net worth individuals and family offices.

4-3-3 Capital is led by Yair Harari, Founder & Portfolio Manager. Yair has over 15 years of experience managing equity portfolios up to $800 million, with a focus on Technology, Media & Telecom (TMT). Prior to founding 4-3-3 Capital, he worked as a Portfolio Manager at premier hedge funds, including Balyasny Asset Management and Millennium Management. Before entering the hedge fund industry, he worked in investment banking at Credit Suisse and private equity. Yair earned a BBA with highest honors from the University of Texas at Austin, where he was also a member of the Texas Longhorn basketball team (1999–2001).

The origins of 4-3-3 Capital are rooted in our founder's deep appreciation for disciplined strategy, beginning with firsthand exposure to high level strategy and coaching combined with disciplined execution as a Division I basketball athlete. That same strategic mindset translates seamlessly to the 4-3-3 soccer formation - an approach built on balance, fluidity, and intelligent positioning.

At 4-3-3 Capital, we apply similar principles: a strong foundation, adaptable structure, and high-conviction designed to create opportunities while managing risk.

At 4-3-3 Capital, transparency begins with structure. By using separately managed accounts, clients maintain clear ownership of their securities and direct insight into how their capital is being deployed at all times.

Equally central to our philosophy is integrity. We operate with a fiduciary mindset, prioritizing clarity, alignment, and honest communication in every client relationship. This same integrity underpins our investment process, where a disciplined approach guides decisions to ensure consistency, accountability, and a relentless focus aimed at achieving attractive risk-adjusted returns.

Commitment To Transparency and Integrity

Strategies

Our belief is that a portfolio comprised of a small number of well researched, high conviction and differentiated investments can outperform broader market indices through focus, discipline, and thoughtful research

Our discretionary equity strategies are designed to deliver differentiated performance through focus, discipline, and deep fundamental research.

Each portfolio reflects our conviction that long-term value creation stems from owning exceptional businesses — and, when appropriate, hedging exposure to those that are overvalued or structurally challenged. Both strategies share a consistent investment philosophy grounded in selectivity, scalability, and stewardship of capital.