The Benjamin Fund is an aggressive-growth investment portfolio managed by a single portfolio manager, ensuring centralized investment decision-making. It seeks deep value opportunities, often focusing on distressed or overlooked companies with turnaround potential.

 

The strategy is flexible and opportunistic, embracing bold conviction and leveraged positions. The fund is structured with no management fee and only a performance-based fee, aligning incentives with outcomes.

The Hillside Fund is a committee-managed portfolio built around a qualitative investment philosophy and structured decision-making. Each position is vetted by a team of analysts using a collaborative process that draws from the teams diverse set of experience and emphasizes long-term resilience, business quality, and compounding potential.

 

The fund operates under guidelines that maintain diversification, minimize concentration risk, and avoid high-risk tactics. Its core mission is to identify companies with proven strength and sustained momentum, while managing downside exposure through strategic risk controls.