We find opportunities that managers with shorter investment timeframes ignore.
Our ideas are thoroughly assessed through a proprietary system.
We’re sometimes contrarian, but always focused on the long run.
We apply fundamental, technical and quantitative analysis to investments.
Our team looks at equity with a fixed-income lens and bonds with an equity lens.
We look for points of strength that signal the ability to perform in various market conditions.
A portfolio of 20-30 positions, built only on our favorite ideas.
The ability to allocate up to 25% of the fund into a single holding.
We invest and allocate with a high level of conviction.
The fund purposely started carefully, by design, and launched with seed capital from a carefully selected group of high net worth individuals who are long-term investors to allow us time to showcase the strength of our strategies. The fund is designed to maximize returns by focusing on a concentrated portfolio that is long biased. Using a proprietary system, we choose our holdings based on using a mix of Fundamental, Technical, and Quantitative factors. What makes us unique is that we evaluate securities in both the equities and debt markets.
The goal of the fund is to return 5x in ten years.
That is an after-fee return of 17% annually.
Past performance is not necessarily indicative of future results. This fund is only available to qualified investors.
Copyright 2018- Left Brain Capital Appreciation Fund, L.P. -All Rights Reserved
Please read through our website. If you have any questions about the trading methodology we currently employ and anticipate employing in LEFT BRAIN CAPITAL APPRECIATION FUND, L.P., or should you have any questions about the preparation and return of subscription documents, please contact us at the Partnership’s office: 215 Shuman Blvd. Suite #304 Naperville, IL 60563 (630) 517-9300
Only commisionable securities transactions are offered through The Leaders Group Inc. Member FINRA/SIPC 26 W.Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. “Left Brain Wealth Management is not affiliated with The Leaders Group Inc.”
This website contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice.
This website shall not constitute an offer of interests in any fund or other security, which may only be made pursuant to the confidential private offering memorandum, related subscription agreement and applicable laws and regulations.
Past performance is not a guarantee of future results. An investment in any investment vehicle or security described in this website can lose value.
Left Brain takes care to ensure the information provided in the website is accurate at the date of initial publication. However it is provided without warranties of any kind, either expressed or implied.
Investment examples are included merely to illustrate the investment process and strategies that may be utilized by Left Brain and it should not be assumed that any investments referred to herein have been or will be profitable to any client. The information presented should not be considered a recommendation to purchase or sell any particular security.
Any portfolio risk management processes discussed herein are an effort to monitor and manage risk, but should not be interpreted as and do not imply low risk or the ability to control risk. Risk policies and limits imposed by Left Brain are subject to change without notice and may be exceeded from time to time due to, among other things, market fluctuations.
Investment processes are subject to change without notice and may not be followed in every case.
References to investment objectives, targeted returns or other goals that Left Brain seeks to achieve are aspirational only and should not be considered a prediction or guarantee that such results will be achieved.
The videos that can be viewed through the website contain views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. The information is for educational purposes only and is not intended to provide investment advice and should not be considered a recommendation to purchase or sell any particular security. Investing involves risk, including the possible loss of principal.
The primary investment objective of the Partnership is growth of capital. The business of the Partnership is the buying and selling of securities, including, without limitation, stocks, options, warrants, bonds and rights of U.S. and non-U.S. entities. The Partnership may invest and trade in public and private securities and may lend funds or assets and borrow money, with and without collateral. The Partnership ordinarily will invest in securities that trade in sufficient volume to allow for swift execution of transactions. Positions in securities may be held for very short periods, even as little as a portion of one day. The Partnership may engage in transactions in exchange-listed options in conjunction with or in lieu of taking a position in the underlying securities, including writing uncovered options. The Partnership also may engage in short sales of securities and margin transactions. The Partnership may also invest or trade in cash commodities, commodity futures, or commodity options contracts after securing all necessary registrations (or exemptions) from the National Futures Association (the “NFA”), the United States Commodity Futures Trading Commission (the “CFTC”), and/or other regulatory agencies. The Partnership shall have the power to do any and all acts necessary, appropriate, proper, advisable, incidental or convenient to or for the furtherance of the purposes and business described herein, and shall have, without limitation, any and all of the powers that may be exercised on behalf of the Partnership by the General Partner. The General Partner, LEFT BRAIN CAPITAL MANAGEMENT, LLC, has delegated authority over the Partnership’s trading activity and management of the Partnership’s portfolio to its affiliate, LEFT BRAIN WEALTH MANAGEMENT, LLC (the “Investment Advisor”).
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