Founder Letter

Dear Prospective Investor,

Most everyday investors stick with index funds and get market-average returns — but they don’t have access to the tools and strategies that hedge funds use to generate outsized growth. Our fund changes that. We manage a high-conviction, growth-focused portfolio of a select group of U.S. stocks, combining deep fundamental research with technical analysis.

Because we’re small and nimble, we can pivot quickly where the big funds can’t, finding opportunities where the market has a blind spot. Over the past several years, our strategy has delivered strong results in rising markets while staying disciplined through downturns. And with our interests fully aligned with our investors, we focus on building long-term wealth, not chasing short-term fees.

Our mission is simple: to help investors gain access to sophisticated strategies and build wealth beyond what traditional investing can deliver — so they can retire with greater freedom and confidence.