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Core Economic Research

Institutional investor

Houston · Seed · 4 people tracked

Also known as CORE CAPITAL MANAGEMENT AND RESEARCH INC.

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Investment thesis

Core Capital Management & Research is a fee-only investment management firm that builds individualized stock portfolios by screening the NASDAQ, AMEX, and NYSE using factor-based criteria grounded in decades of historical data.

Source: firm website, verified Oct 13, 2026.

Stage
Seed
HQ
Houston, US
Instruments
Equity
AUM
$298.8M
Tracked investments
1

Team · 4 people

from the firm's website
Louis Pelz· Founder and CIO

Louis Pelz began developing investment strategies for institutional managers in 1987. A native Houstonian, he holds a Business and Economics degree from the University of St. Thomas and is active on several community and nonprofit boards.

John Barry· Senior Partner

John Barry started his career in high net worth estate planning. He holds a mathematics degree from the University of Dallas and an MBA from the University of Houston's Bauer College of Business, and is active in Houston community and Catholic school organizations.

Hailey Uhl· Client Support Specialist

Hailey Uhl has extensive experience supporting legal and financial professionals. She previously worked as an esthetician and resides in Santa Fe, Texas.

Katharine Patrick· Portfolio Strategist & Research Analyst

Katharine Patrick earned an Economics degree from the University of Virginia and played on the LPGA Epson Tour before her finance career. A native Houstonian, she volunteers with the First Tee and is involved with the Houston Symphony League.

What they invest in

from 1 of 1 portfolio companies

Advanced Manufacturing ×1Robotics ×1

HQs:Canada×1

Investments · 1 tracked

founders shown can be your intro path
SRTXsrtxlabs.comin𝕏Seed

SRTX develops materials and software tools for textile manufacturing, with an initial product line of hosiery made from high-strength polymers.

Advanced ManufacturingRoboticsMontreal, CA

Katherine Homuth(CEO)inMichael Woodworth(Vice President Technology)Sam Colby(Head of People)Elana Szemenyei(People Operations)

Co-investorsSeraph GroupY CombinatorAbstract VenturesAperture Venture CapitalArcTern VenturesBDC Venture Capital+19 more

Frequently asked questions

What stage does Core Economic Research invest at?
Core Economic Research invests at the Seed stage.
What sectors does Core Economic Research focus on?
Core Economic Research focuses on Advanced Manufacturing.
Where is Core Economic Research located?
Core Economic Research is headquartered in Houston, US.

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