Take a look at our Q3 2024 Investor Letter.
关于我们
GROW Funds is a Registered Investment Advisory firm located in La Jolla, California, specializing in individual stock selection and active portfolio management. We are institutional investors for individuals. With over 100 years of combined experience and thousands of satisfied clients, GROW Funds is a solid reality in the investment world. GROW Funds LLC is a California registered investment advisory firm. Registration does not imply any level of skill or training. Neither the information within this email nor any opinion expressed shall constitute an offer to sell or a solicitation or an offer to buy any securities. Investors should have long-term financial objectives. Past performance is no guarantee of future returns
- 网站
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https://www.growfundsllc.com/
GROW Funds LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Diego，California
- 类型
- 私人持股
- 创立
- 2018
地点
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主要
获取路线
4275 Executive Sq
Suite 335
US，California，San Diego，92037
GROW Funds LLC员工
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Carl Wiese
Professor, Investment Advisor, Hedge Fund Manager, Lecturer in Finance, Guest Speaker, Analyst, Trader
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Matt Clarke
Managing Director of Sales and Client Service at GROW Funds LLC
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Mike Collins
Founder and Portfolio Manager at GROW Funds LLC
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Brian Martinez
Incoming Investment Banking Analyst at Stifel
动态
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GROW has three buckets, Aggressive Growth, Growth, and Growth and Income, that we put our clients into based on their risk tolerance. Over the past twelve months the performance speaks for itself. Aggressive Growth: 24.24% return net of fees Growth: 23.75% return net of fees Growth and Income: 24.46% return net of fees We have attached our fact sheets in following posts that shows our performance over time and provides some more detail on the portfolio itself.
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GROW's hedge fund, GROW Small Cap Equity Long Short LP, finished second in net return for the month of May among Barclay Hedge's fund database. Congratulations Carl Wiese!
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GROW's hedge fund, GROW Small Cap Equity Long Short LP, finished second in net return for the month of May among Barclay Hedge's fund database. Congratulations Carl Wiese!
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