Investment Focus
Artificial Intelligence
Autonomous Vehicles
Fintech
DNA Sequencing
3D Printing
Overview
- Type: Active Equity
- Typical # of Holdings: 25
- Inception: Aug. 2021
- Portfolio Manager: Thorian Chen
-
Analysts:
Collective Team
Strategy Description
This actively managed equity strategy seeks long-term capital growth by investing in companies that Velmorin Bridge Capital believes are early stage disruptors. "Disruptors" are leading innovative companies that stimulate substantial growth or create new markets while also disrupting existing sectors. An innovative company is one that introduces a technologically enabled new product or service that Velmorin Bridge Capital believes may change an industry by creating simplicity and accessibility, while possibly driving down costs. An early stage disruptor is either: 1) a newer public company that Velmorin Bridge Capital believes is has the potential for future long-term growth, or 2) a company that has introduced a technologically enabled product or service that is in the early stages of development and has the potential for future long-term growth.
Availability
| Strategy | Managed Account | Other |
| Velmorin Bridge Capital Early Stage Disruptors |
|
Unit Investment Trusts (UIT)* |
* The Velmorin Bridge Capital Early Stage Disruptors strategy is available as a UIT through Guggenheim Investments.
The content presented does not constitute investment advice, should not be used as the basis for any investment decision, and does not purport to provide any legal, tax or accounting advice. Certain of the statements contained on this website may be statements of future expectations and other forward-looking statements that are based on Velmorin Bridge Capital's current views and assumptions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that Velmorin Bridge Capital's objectives will be achieved. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client. Professional money management is not suitable for all investors. For full disclosures, please go to our Terms & Conditions page.