Fund Management

Objective

The primary objective of the fund is to provide leveraged exposure to selective industries within the stock market with annual performance goals of 40% year over year.

Investment Vehicles

The fund typically maintains a high amount of diversification, with selective exposure to high growth industries such as SaaS, Clean Energy, and Electric Vehicles.

Currently, assets are limited to publicly traded stock, however we are anticipating adding Private Equity to the Fund's holdings in the near future.

Outlook

In 2020 the fund performed well above the S&P 500, returning 76.05%. The S&P returned 16.26%, with the NASDAQ 100 returning 43.64% of invested capital.

We project continued growth in 2021, and are cautiously optimistic about the near term investment environment