Investment Strategy2022-03-11T13:03:19-05:00

Investment Strategy

The Wildermuth Fund seeks to provide long-term capital appreciation to investors by investing in a diversified portfolio of early-stage private equity positions in various asset classes including technology, real estate, healthcare, energy, and hedge funds. The Wildermuth Fund is not suitable for all investors.

Investment Process

The Fund is managed according to a rigorous investment process by an experienced team of financial professionals.

Establish Targeted Sector Allocation

Aims to enhance portfolio performance while minimizing risk.

Analyze Opportunities

Find investments with highest expected reward for given level of risk.

Estimate Cross Correlation

Determine expected correlation of specific investments within and across sectors.

Sector & Investment Selection

Select allocation and investments with most desirable combination of return potential and portfolio diversification.

Review and Rebalance

Determine where changes can be made that increase return while minimizing risk.