The SoundView TechFund is the core portfolio and is used to drive individualized investment account plans based on what clients are seeking. They generally fall into one of these categories:

Core: Includes all positions and weights, can be hedged (beta) or unhedged. Long term horizon – typically 3 to 5 years.

Long or Short Only: Includes either just our longs or our short positions. Some investment horizon as core.

Conservative: Includes large capitalization companies and those with very strong cash flow from the core portfolio. We typically use options to enhance returns and/or reduce risk. Can be used for shorter duration funds and the investment horizon is typically three to twelve months.

Fees are negotiable but start at 1%/10% and require a one-year commitment and 90 days notice for withdrawals although exceptions can be made, especially if we are allowed to run the account with a higher percentage of excess capital.

Because of our investment style we target client accounts of between $1M and $5M. There are more suitable managers for higher amounts and those without $1M to invest probably should avoid individual stocks and active management.

If you feel like a good fit for our investment style and management feel free to contact us by email and we’ll set up a call to discuss your interests.