• Hike of 0.5 percentage points lifts rates to 14-year high, but BoE says shorter and shallower recession now more likelyInterest rates rise again but Bank of England hints at a brighter futureThe Bank of England raised interest rates for a tenth consecutive time on Thursday from 3.5% to 4%, but said inflation may have peaked […]
  • Sunak government under pressure after gas prices fuel ‘outrageous’ doubling of profits at Anglo-Dutch groupShell’s spending on renewables ‘a fraction of what it claims’Nearly 14,000 Nigerians sue over pollution impactThe government is under pressure to rethink its windfall tax on energy companies after Shell reported one of the largest profits in UK corporate history, with […]
  • Private equity firms managing millions of Americans’ retirement savings may be inflating their investmentsAs public officials across America prepare to funnel even more of government workers’ savings to private equity moguls, an alarm just sounded for anyone bothering to listen. It is a warning that Wall Street executives, busy skimming fees off retirement nest eggs, […]
  • Parent company of Facebook and Instagram reports $32bn in revenue for fourth quarter, prompting rise in stock priceMeta investors got some good news in the social media company’s latest earnings report on Wednesday, which showed a smaller drop in revenues than analysts had expected.Meta, which also owns Instagram and Whatsapp, reported $32bn in revenue for […]
  • Quarter-point increase to a range of 4.5% to 4.75% signals a slowdown in Fed’s fight against soaring inflationThe US Federal Reserve signaled a slowdown in its fight against soaring inflation on Wednesday, announcing its smallest hike in interest rates in almost a year.After its latest meeting, the Fed announced a quarter-point increase in its benchmark […]

Product launch date March 15, 2023.

The Master’s Portfolio is a more advanced version of the Associate’s Portfolio. This is a Benjamin Graham derived technology.

Correlated returns.

Invests in the same companies as Associate’s Portfolio listed in investment history.

50/50 stock and option portfolio

53-103 week holding period.

Stocks are purchased once annually.

No PFOF brokerages.

Unleveraged holdings.

No lockup period.

How high is the hurdle rate?

This portfolio has an industry leading hurdle rate of 21%, meaning any gross returns under that amount are not subject to a performance fee.

For example, if $200,000 of Winvest shares are owned and the return for the portfolio is 21%, no performance fee is taken and an investor in the fund now has precisely $242,000 in fund value assuming the 1.3% management fee is paid in full. This example excludes the redemption fee of $47.

What are the fees for this portfolio?

The fees are a 1.3% annual management fee plus a 21% performance fee from profits generated.

Large investments qualify for a reduced management fee of 0.5% per year.

$47 Redemption fee on the sale of fund interests.

What happens if I’m dissatisfied with my investment experience?

In this case fund members can have their management fee returned to them upon their request.

How much is a minimum investment

A minimum investment for the Master’s Portfolio is $200,000.

Do I qualify to invest in hedge funds?

Qualifying to invest in a hedge fund means being an accredited investor.

Single individuals, for qualification purposes, must have be able to show they have $1 million in net worth, excluding the value of their primary residence. Another way is if an individual has earned $200,000 or more in each of the previous two years.

Married couples qualify by having earned $300,000 or more in each of the most recent two years. Showing $1 million in net worth would also qualify a couple if earnings requirements cannot be met.

A private business or organization qualifies to invest in hedge funds if their assets are equal to or greater than $5 million.

In 2016, the U.S. Congress modified the definition of an accredited investor to include registered brokers and investment advisors. Also, if a person can demonstrate sufficient education or job experience showing their professional knowledge of unregistered securities, they too can qualify to be considered an accredited investor and invest in hedge funds.

When can I redeem my shares?

Winvest has an open redemption policy. Quarterly, Winvest interests may be redeemed and withdrawn.