A short video discussing how we are different (we call ourselves "The Anti-Mutual Fund")

Our goals are:  (please click on the pictures for further information)

Investment returns

Our focus is generating superior returns for our investors

Do no harm

We have families too and while the Trust is not a SRI Fund, we do want to be careful where we invest your and our money

peace of mind

We don't want you to worry about what we are doing. We will be transparent and accessible