Investment Funds
We currently have three funds available for new investors. Each fund focuses on capital growth by actively managing a portfolio of public equity securities, but the strategies for each fund is quite different from the others.
Each fund diversifies investments in multiple industries and sectors, but all remain focused on stocks listed within the NYSE and NASDAQ Exchanges. We also hedge positions to minimize risks and maximize returns as deemed appropriate and we frequently adjust our positions based on market conditions.
The Seabreeze Fund
The Seabreeze Fund focuses on daily and weekly market volatility and captures gains through momentum trading. With this technique, we maintain a cash reserve at the end of each trading day and are well prepared to take advantage of afterhours opportunities as they present themselves. Minimum investment for this fund is $1000.00.
The Seabreeze Fund carries 100 shares and each investor may purchase more than one share. This fund shall be closed to new investors once all shares have been purchased.
The Tradewinds Fund
The Tradewinds Fund focuses on investment opportunities developing over the next 30-90 days. With this technique, we analyze market conditions and business market activities which may provide sizeable gains through both long and short positions. Minimum investment for this fund is $10,000.00.
The Tradewinds Fund carries 100 shares and each investor may purchase more than one share. This fund shall be closed to new investors once all shares have been purchased.
The Blue Horizon Fund
The Blue Horizon Fund focuses on large investment opportunities developing over the next 6-18 months. With this technique, we are able to capitalize on opportunities associated with cyclical trends within various sectors and maximize long term opportunities by taking advantage of frequent periods of market volatility.
The minimum investment in The Blue Horizon Fund is $100,000.00.
The Blue Horizon Fund carries 100 shares and each investor may purchase more than one share. This fund shall be closed to new investors once 75 shares have been purchased.
