THE VISION 2030 FUND
STRATEGIC INVESTORS WORK WITH MOMENTUM
From the waves that pro surfers ride to the pricing trends that experienced stock traders follow, harnessing momentum can lead to exceptional outcomes. When conditions are flat in the water—or in the market—it’s impossible to catch a perfect wave—or to realize significant investment growth.
Strategic thinkers prepare for the ideal conditions, and go when the time is right.
momentum investing + Vision 2030
ABOUT MOMENTUM INVESTING
Unlike traditional buy-and-hold investment strategies, momentum investing seeks to capitalize on upward price trends and quickly get out of positions that show a downward price trend.
This strategy requires active management and a strong technical understanding of security pricing trends and how to leverage short-term movements. Against the potential upsides, momentum investing carries risks related to unpredictable sudden market shifts and unsustainably high valuations.
Learn more about momentum investing at FINRA and the Corporate Finance Institute.
A STRATEGY FOCUSED ON GROWTH
The Vision 2030 Fund follows a disciplined long-short, momentum-driven equity strategy that targets domestic stocks with upward price trend potential.
To implement this strategy, we:
- Actively manage the fund portfolio
- Deploy capital only in uptrends (hold cash otherwise)
- Scale into winners from small starters
- Cut losers swiftly
- Focus on leading names in top sectors
- Maintain a medium- to long-term view
- Preserve capital through robust hedging
WHAT MAKES THE VISION 2030 FUND UNIQUE?
The Vision 2030 Fund investment strategy values insight and agility over algorithms in order to balance return-seeking with strategic risk management. We pursue a disciplined long-short, momentum-driven equity strategy, targeting well-known domestic stocks with strong momentum qualities.
cost management
Our lean management structure keeps fees low and frees more capital for investment.
compliance
We follow hedge fund industry and cybersecurity best practices, including partnerships with trusted independent administrators, attorneys, and accountants.
management team
We are long-time investors and entrepreneurs who know firsthand the effort that goes into creating investment capital and the strategies that can drive its growth. Learn about our team.
client management
Our strategy flows from our team’s decades of experience as investors and entrepreneurs. Like our investors, we’ve worked hard to earn the capital we invest. We actively manage our investors’ resources with the same care and strategy we use to manage our own—approximately 30% of the fund’s current capital is our own.
communication
Our lines of communication are always open to our investors. Qualified individuals with existing relationships seeking additional details may contact us.
INVESTMENT PHILOSOPHY
Our team, on The Vision 2030 Fund’s management philosophy, in their own words…
Edward Skrod
CTO
“We value human insight over algorithmic automation.”
“We don’t use algorithm-driven trading solutions. If a trading strategy can be replicated algorithmically (programmatically), it can also be rigid and unable to quickly adapt to changing market conditions.
Our approach to trading requires a human to ‘feel’ the market’s temperature and anticipate changes. That’s what Steve does, and his skill and experience allow us to be nimble in a changing market.”
Jon Arnold
CEO, CIO
“We act on performance trends, not opinion, and actively manage risk.”
“The Vision 2030 Fund takes an active approach to risk management, including treating cash as a viable position during unfavorable market conditions. Our philosophy is that if we can limit the downside, then the upside will take care of itself when you have the right stock market environment.
That contrasts with funds that seek to maximize returns at all times and take what we see as unnecessary risks in order to do so. We’re happy to sit in cash when things are not in our favor, because the best way to achieve a superior return is to put capital to work when conditions are favorable.
We can also accept when we’re wrong about a position. Many people find that difficult, especially when they have a strong opinion about what a particular security or the market should be doing. When we have a loser, we cut it quickly. When we have a winner, we add. So we typically generate high returns, but in the process, investors may be down 10% in a given month when conditions aren’t ideal. That requires investors with a certain level of risk tolerance, to be comfortable with those fluctuations.”
Gabe Neeriemer, RICP
Operations Manager
“We harness momentum strategically for growth.”
“We target stocks that are extremely liquid and aim to ride on the coattails of existing winners. We trade in and out of the same names as often as necessary to pursue our growth strategy without moving the market. For example, if we’re up 10% on a position and then get out, now we’re building from that additional 10%.
We deploy capital only in uptrends, taking on small risks at first and then scaling into our positions only when it makes sense to do so.”
HOW TO INVEST WITH US
Investment in The Vision 2030 Fund is available only to qualified investors under applicable exemptions, subject to stringent transfer restrictions and regulatory requirements.
Our ideal profile is an investor with at least $1M in net liquid assets and annual household income of at least $200,000.
The ideal investor for this fund also:
- Seeks active management of their capital
- Wants a fund run by managers with their own capital in the fund
- Seeks growth and is comfortable with meaningful short-term drawdowns
- Prefers an accessible manager who can communicate directly, rather than a large institution
Minimum investment in The Vision 2030 Fund is $100,000. Fees and terms as detailed in the Private Placement Memorandum (PPM). Qualified individuals may request the PPM through existing channels.
For more detailed information about The Vision 2030 Fund and its management team, please contact our CEO, Jon Arnold.
DISCLAIMERS
The information on this page is intended for qualified investors only. It does not represent a general solicitation. Any such offer or solicitation will be made only through a confidential offering memorandum and only where permitted by law. Interests in any private fund managed by The Vision 2030 Fund are not registered under U.S. securities laws and are available only to investors who meet applicable qualifications.
Past performance is not indicative of future results. An investment in the fund involves significant risk of loss, and there is no guarantee the strategy will achieve its objectives.