• THE CalPacific STRATEGY

    We are pleased to announce that we have been organizing the CalPacific Strategy.  We have been running a model portfolio in our firm that appreciated well above expectations throughout 2011. We intend to launch this service in the Spring of 2012.  Investments are concentrated on companies headquartered in California.

The fund is diversified across market cap and industries with a strong emphasis on newer public companies, category leaders and special situations.  The fund intends to be fully invested on the long side with the ability to modulate macro risk through short strategies.  If you are interested in more information, please click here.