We are a New York-based long-only hedge fund that focuses on the preservation of capital.
We focus on finding and investing in long-term compounders with large margin of safety.
Industries we specialize in include cloud, semiconductor, and financial services.
We only charge a 15% fee on returns above 6% hurdle rate . For example, a 10% return will result in a fee of 0.6%. Fee Calculation: ( 10%-6%) *15% = 0.6%. We make money only when we generate absolute returns for our investors.
The manager has the majority of his net worth in the fund.