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Portfolio

Our fund invests across asset classes in public markets and private markets, mainly in the US. We primarily focus on companies in the fintech, proptech, healthtech, and real estate, and alternative equity sectors. We are always diversifying and investing in new upcoming industries.

Public Markets

Our portfolio has a healthy mix between growth and value stocks.

Top 5 Holdings

117.36%

Crowdstrike Holdings, Inc.

100.01%

Etsy, Inc.

90.45%

Square, Inc.

79.53%

Caterpillar, Inc.

71.10%

Wynn Resorts

Private Markets

We are constantly scouting out new opportunities in the private market to invest in. We often partake in a company's development throughout it's life and even stay on the board of directors to help the company succeed. Contact us if you would like to learn more.

"Price is what you pay, value is what you get."
- Warren Buffet
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