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Enhanced Index Fund

  • Intend to generate enhanced returns relative to comparable indices (ETFs) by applying our fundamental research knowledge base to the tech universe.
  • Utilize our expertise in both quantitative modeling and fundamental research in the tech related sectors.
  • Invest in top 50% of all the stocks in the tech universe, defined and qualified by individual sectors and companies’ future growth potential.
  • Using our proprietary quantitative selection model, rank sub-sectors within the tech universe, then rank and select individual companies with growth momentum, and finally apply our fundamental research to verify the selections.
  • Rebalance the portfolio regularly to reflect changes in the tech sub-sectors and individual companies‘ growth potential.
  • 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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