Investing

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 kris@soundviewfunds.com and we’ll set up a call to discuss your interests.