Fund B’s investments are focused on select, distinctive and uncorrelated equity investments
in small to mid cap publicly traded corporations primarily in the United States and, to a less significant degree, on other
major global stock exchanges. Such investments tend to be concentrated in sectors of the markets that the Fund believes to
have the best opportunity for long- term growth, which can be sustained for 2-5 years. Although not limited to these sectors,
the fund has particular expertise in: Technology (both hardware & software), Life Sciences, Mining, Oil & Gas &
The Fund attempts to seek out companies with extremely strong management teams that have
a proven track record with unique products or a compelling marketing approach within their particular sector. A targeted approach
allows the Fund to usually accumulate significant positions as a percent of a particular company’s gross market capitalization.
Additionally, the Fund tends to develop close relationships with the management teams of its portfolio companies that, more
often than not, lead to auxiliary transactions such as; buying positions from members of the management team, founders, or
large shareholders that are looking to liquidate or diversify their own portfolios.
This Fund is a financial institution that makes direct investments in US listed small and
micro cap companies. Their vision is to lead the transformation of financial resources into growing profitable businesses
in the small and micro cap universe.
The Fund believes in propelling growth with a personal touch. Catering to the
unique financial needs of rising companies, they offer individualized solutions through every step of the funding process.
By custom-tailoring flexible financial solutions that address their portfolio company's needs, they are able to provide cost-effective
funding and establish mutually beneficial long-term relationships.
Agile expert teams at the Fund capitalize on unique
investment opportunities enabling companies to enjoy rapid access to funds, build cash reserves and enhance shareholder value.
Simultaneously, the Fund’s model enables management to focus on the day-to-day operations and the strategic growth of
Since inception, they have funded numerous public companies across many different industries.
By adhering to a unique investment philosophy that emphasizes flexibility, efficiency and personalization, the Fund has consistently
provided outstanding funding opportunities and service to their portfolio companies.