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Alternative 40 Act Fund

  • Intend to create long term wealth for investors, while partially protecting the investments with fundamental shorts during down markets.
  • Focus on technology related sectors because of our high level of expertise, investment experience and proven track record. The growth rate of tech companies usually exceeds that of the market.
  • Run a concentrated portfolio of 20-25 quality stocks for the long term. Through our proprietary fundamental research, we identify and invest in leading and also emerging secular growth companies with the high long term growth potential of tech related sectors.
  • Manage a short portfolio of fundamentally flawed companies to partially hedge the long portfolio, especially during overall market downturns. Often, we short companies hurt by the same secular trends that help the companies in our long portfolio.
  • Perform highly detailed and focused fundamental research on technology related companies and sectors, which is the foundation of our investment process, stock picking and thus performance.
  • No limitation on market cap.
  • Benchmark: Nasdaq.

Contact Information

Please contact Sam Kim or Johnny Svoren.

Main Line: 415-805-7885
E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.


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