“If it doubles, SELL IT.”

Yep, that is a key part of our process. And it’s been set in stone from the day we started doing this.

Potential growth and profitability.

Every day, we look for opportunities to achieve our fund’s singular goal—LONG-TERM CAPITAL APPRECIATION. We scour ALL equities traded in the U.S. throughout every quarter, basically looking for companies that show true growth potential. To make our cut, a company must meet nine specific criteria, the primary of which are 25% quarterly year-over-year earnings growth and 20% quarterly year-over-year revenue growth. It’s fairly stringent criteria. In fact, we end up buying almost every stock that meets it.

And just like it says up top, as soon as a stock has doubled in value, our rule is to sell it. Even if it looks like it could continue to grow. That’s our process, and we’re sticking to it.

True diversification.

We’re a true “go anywhere fund.” Which means, at any given time, the fund could hold stocks in every size category – from Giant all the way down to Micro. We look for hidden gems among the micro-caps, and other opportunities for growth in small companies that you most likely never have heard of. That is true diversification.

If you want a “traditional investment strategy” we are probably not right for you.

If you want a fund that overlaps investments with all the other big funds, we’re probably not right for you.

But if you want a fund built around a highly disciplined screening process that actively seeks equities and opportunities with the potential to double in growth, we could be a good fit.

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Get in touch with our

Investment Team


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