Funds

Value Fund: Under $25M AUM

Short Description: Generally investments are made in companies with a market cap below $5B. With no real reason other than generally this is where the more opportunity arises as the largest, most active and most heavily staffed hedge funds will remain generally inactive in these stocks in so far as a buy and hold strategy.
The stocks are generally chosen based on enterprise value vs sustained operational earnings.

Open Status: Currently Closed

Infrastructure Fund: Under $50M AUM

MLP focused, in the space of energy transportation and/ or finishing

Open Status: Currently Closed