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Our Funds

Office

Long Equity Fund

Our flagship Long Equity Fund invests in high-quality stocks over a one to three year timeframe.

$29,000 AUM

2020 return: 64.11%

2021 return: 20.85%

2022 return: -14.00%

2023 return: 2.35%

Row of Cranes

Industrials Curated Equity Fund

Identifies promising investments in heavy industry fields such as defense and shipping.

$2,000 AUM

Contact Us

1900 E 10th St, Bloomington, IN 47406

310-567-8332

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