Proprietary management

Equity Innovation Fund

The Equity Innovation Fund targets fast-growing, innovative companies that may substantially disrupt industries. Leading innovators such as NVIDIA, Shopify, MongoDB, Twilio, Fastly, CrowdStrike, Microsoft, Amazon, and Tesla are included in our portfolio. The select companies within our Innovation Fund are at the forefront of tech and economic innovation, changing market landscapes and showing remarkable growth prospects.

Exponential Growth, Expertly Curated. Delivered Through Technology Innovation.

The Equity Innovation Fund expands on supporting transformative firms by investing in key tech sectors like AI, SaaS, Cloud Storage, E-commerce, IoT, Machine Learning, Cybersecurity, and Streaming, focusing on technologies that boost productivity and profitability across industries.. The Fund seeks foundational technologies poised to enhance productivity and profitability across multiple industries.


Artificial Intelligence (AI)

AI is reshaping industries by teaching machines to learn from data, automating tasks, and enabling predictive analytics. This leads to enhanced efficiency and innovation, with applications ranging from healthcare diagnostics to autonomous vehicles, revolutionizing how we live and work.


Software as a Service (SaaS)

SaaS delivers flexible, cloud-based software solutions on-demand, helping businesses cut costs and boost productivity. By providing easy access to a wide range of applications, SaaS supports remote work and simplifies IT management, driving digital transformation across industries.


Cloud Database Storage

Cloud database storage is essential for managing the surge in digital data, offering scalable, secure, and easily accessible storage solutions. It supports diverse workloads, from big data analytics to app development, ensuring data availability and disaster recovery.



E-commerce is reshaping retail by offering 24/7 convenience and a global marketplace, transforming how consumers discover, compare, and purchase products. It's driving innovation in logistics, payment, and customer service, setting new standards for the retail experience.


IoT and Cloud Communications

IoT and Cloud Communications seamlessly connect many devices and systems for intelligent, data-driven interactions. These synergies boost operational efficiency and automation in homes, workplaces, and cities, enabling smart buildings and industrial IoT with more flexible networks.


Machine Learning

Machine learning empowers AI to perform tasks without being explicitly programmed, using data patterns and inference. It's making systems smarter and more predictive, from personalized recommendations to advanced fraud detection, enhancing decision-making across sectors.



The protection of digital infrastructures, networks, and sensitive data from increasingly sophisticated cyber threats depends on cybersecurity. In our digital-first world with constant cyber threats, it's essential for privacy, trust in digital transactions, and intellectual property protection.


Streaming Services

Streaming services have revolutionized entertainment, providing on-demand access to movies, music, and TV shows. They cater to diverse tastes, support multiple devices, and are transforming content consumption, production, and distribution models.

Strategy Description

The Equity Innovation Fund invests in promising companies within essential technology sectors, using detailed market trend analysis to identify firms capable of significant advancements and long-term impact. Focus areas include Artificial Intelligence, SaaS, Cloud Database Storage, and E-commerce, emphasizing investment in companies that are key to shaping the future of these sectors. The fund's investments are strategic partnerships with visionaries and disruptors leading technological innovation, aiming to offer substantial returns to investors while contributing to a more innovative and efficient technological landscape.


Type: Active Equity

Typical # of Holdings: 20-25

Inception: March. 2020

Portfolio Manager: Christopher Passarelli  

Revenue Growth Target: Greater than >25%


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