Boorstin-Quote

The SoundView TechFund is a research and process driven investment vehicle focused on emerging technology and timeframes beyond the current month and quarter. Our concern is absolute performance and not tracking some particular benchmark.

We found a way for allow a broad range of investors to enjoy this combination of emerging technology investment opportunities and an active, disciplined investment process.

Our portfolio changes are monitored by Covestor who replicates those actions in client accounts held at Interactive Brokers.  Investors remain in control of their money, receive all the necessary account services and have total flexibility. The platform offers trustworthy, proven institutional power with the lowest costs. There is a straight 1.75% asset management fee (of which we receive a portion) and no performance fees.

No high minimum investments, no onerous lockups, and no performance fees.  All these negative elements were introduced into the fund management based on greed and unsustainable investment results. We’re happy to be at the vanguard of industry change that gives investors a fairer, more flexible structure.

You can click here to invest or learn more about our investment process.

Quiet Capital Markets

JP Morgan, James Grant & Hedging

Years ago James Grant of the Interest Rate Observer astutely pointed out how how deep and complex the JP Morgan “book” had become thanks to their leading position in derivatives. His account of just the main contours of their positions and operations was mind numbing. The nuances and “emergent factors” of these myriad positions are simply [...]

May Monthly TechFund Update

Changes Over the course of April we filled out our portfolio and eliminated our 14% placeholder position in the QQQ. Our new positions included: Adobe (ADBE) – We have been waiting for the right moment to buy Adobe over the past year or so. The shift to “mobile first” development and rejection of Adobe Flash [...]

Nano Tree

Another General Purpose Technology

A general purpose technology (GPT) is a big deal. Examples in the past include the printing press, the steam engine, and more recently in 1971 the microprocessor. It takes a long time for a GPT to play out from an investment standpoint. The timeframes are getting shorter but they are still measured in decades rather [...]

solidworks_jigsaw_full

3D Gets Physical

We’ve been following 3D for a few years although most of our early work was on visual 3D and motion processing. It fits into our RealVR über theme. On the motion processing side we own a position in InvenSense (INVN) which makes the motion processing chips that are now commonly embedded on mobile phones and [...]