Boorstin-Quote

The SoundView TechFund to give the broadest range of investors access to the best combination of emerging technology investment opportunities based on a consistent and disciplined investment process.

We found a formula that gives our clients maximum flexibility and the lowest costs with no commitments. It also enable us to focus exclusively on research and the investment process. Interactive Brokers and Covestor handle client accounts, account statements, performance tracking, compliance, taxes and reporting. Our clients always remain in control of their money. There is a straight 1.75% asset management fee (of which we receive a portion) and that’s that.

Most other structures require high minimum investments, that you lock up your money, and have substantial performance fees that incent managers but compromise investor returns. Furthermore these structures can be abused and result in dysfunctional behavior which goes against the long-term interests of shareholders. Many a hedge fund manager has taken outsized risks to garner massive performance fees only to blow up and lose all the money entrusted to them. The really surprising thing is that these same high-priced cowboys simply start a new fund with new money. I can see WC Fields smirking in his grave.

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

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Zynga Update

We put Zynga into the fund shortly after their very lackluster IPO. Why? First and foremost Zynga has a fabulous business: rapid revenue growth to reach a $1B run rate combined with 20% operating margins and $1.8B in cash. These are some of the strongest financials anywhere in the technology space. Zynga is dominating a [...]

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Tesla sits at the middle of three major trends

We originally looked at Tesla (Nasdaq: TSLA) as a play on electric vehicles (which to some degree it is) but over time we realized that Tesla was much more than that. In addition to what we see as an attractive valuation there are a few themes that Tesla plays into: Connected Car: The electronic content [...]

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 [...]

Home Bottom #4 Widget

This is a widgeted area which is called Home Bottom #4. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Bottom #4 widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.