The Hepplewhite Fund

The Hepplewhite Fund
245 Park Ave, 24th Floor
New York, New York 10167
Business Category
Financial » Management Investment Offices, Open-end
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About The Hepplewhite Fund
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About The Hepplewhite Fund

A Technology-centered Investment Vehicle, The Hepplewhite Fund Seeks To Capitalize On Differences Between Market Perception And Reality. Its Management Staff, Veterans Of The High-tech Industry, Targets The Stocks Of Hardware And Software Companies That The Market Has Undervalued Or Largely Ignored. By Carefully Timing Equity Positions In These Firms, The Hepplewhite Fund Has Established A Track Record Of Superior Relative Rates Of Return. Since Its Formation In 2005, The Hepplewhite Fund Has Repeatedly Achieved Annual Gains. In Its First Year, It Outperformed Other Benchmark Indices, Among These The S&P 500, MS High Tech, IShares S&P Tech, Russell 2000, And Dow Jones Industrial Average. In 2010, It Posted A Rate Of Return Of 37.5 Percent, Which Was Significantly Ahead Of All Technology And Broader Market Averages. The Hepplewhite Fund Maintains A Few Central Investing Tenets. It Strives To Limit Risk, Preserve Capital, And Exceed Benchmark Indicators. Avoiding The Use Of Leverage, The Hepplewhite Fund Actively Manages Its Portfolio Of Short Stocks. It Also Restricts Its Exposure On Long Investments. Management Carefully Selects Investments Based On Several Key Factors, Including Fundamental Research, Mathematical Modeling, Behavioral Analysis, And Personal Contacts Within The Technology Industry. The Hepplewhite Fund Is Managed By Bert Hochfeld, Who Brings Considerable Experience As An Investment Expert And Technology Insider. In Prior Years, He Served As A Chief Analyst With Montauk Capital Markers Group And F. Eberstadt, Josephthal, And Company. He Also Performed In Executive Roles With IBM, BMC Software, Raytheon Data Systems, And Telex Computer Products. Additionally, Frank Jerd, The Former Chief Executive Officer Of Gandalf Systems And Benesys, Holds An Advisory Role With The Fund.

The Hepplewhite Fund in New York is a company that specializes in Management Investment Offices, Open-end. Our records show it was established in New York.

Company Address

245 Park Ave, 24th Floor New York, New York, 10167

Phone Number

(000) 000-0000 Call Now!

Company Website

Estimated Number Of Employees

Information not available

Estimated Yearly Revenue

Information not available

SIC Code

6722

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Keywords

The Hepplewhite Fund, Thehepplewhitefund.org/
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