Our Portfolio
We invest in great ideas - but great ideas don’t invent themselves. We empower our members to identify opportunities, challenge consensus and build expertise.
At a Glance
We Manage:
$100,000+
In Assets
Across:
8
Sectors
Split Between:
45
Companies
We consistently achieve favorable risk-adjusted returns relative to the broader U.S. market index. On an absolute-basis, the Fund has beaten the S&P 500 by an average of 10.3% annually over the past four years.
Annualized Performance (%)
