The Alchemist Fund
Focused Investing. Patient Capital.
We believe a focused portfolio composed of high quality businesses purchased at attractive prices will generate superior returns with less risk than a portfolio composed of many securities chosen with less care.
Our Client’s funds are managed in separate accounts and enjoy unrestricted transparency and accessibility.
Advantages Over Other Strategies
Your Manager Is Invested Alongside You
If every manager was required to place all or a majority of their own wealth in the very funds they manage, we suspect performance wouldn’t suffer for it.
The principal and manager of The Alchemist Fund invests his family’s capital alongside yours. We believe there is no better place to invest than The Alchemist Fund.
Low Frictional Costs
The Alchemist Fund pays for every trade in your account. When we make a decision to buy or sell a security, our Client’s do not incur any cost. If every fund paid for its trades, we suspect there would be a lot less trading and a lot more patience.
Choice of Fee Structure
We are able to offer accredited investors a choice of fee structures that best align the interests of the client with The Alchemist Fund’s long-term orientation and investment objectives.
Perspective
We view stocks for what they are: passive ownership of a business. We treat each investment in common stock as if we were purchasing the entire business.
Opportunistic
We can invest across asset classes, geographies, and in businesses large and small, many of which may fall beneath Wall Street’s radar.
Time Horizon
We look at business through a longer lens than our peers, allowing the markets to serve us, rather than succumbing to the short-term, speculative mindset many professionals fall prey to.
Only the Best
Our disciplined focus strategy allows us to be highly selective. To make it into The Alchemist Fund, an investment must go through rigorous and thorough analysis and improve upon out existing portfolio.
The Alchemist Fund:
Does not use leverage.
Does not short securities.
Does not invest in complex derivatives.
Does not own difficult to price securities.
We feel success most easily arises out of clear and simple-to-understand principles, and a steadfast intention to serve the greatest good for all involved.