The Hepplewhite Fund

The Hepplewhite Fund, located in New York City, is an information technology-focused investment vehicle managed by Bert HochfeldA graduate of the Wharton School of Business at the University of Pennsylvania as well as Harvard Business School, he utilizes his extensive experience in financial strategies and the business world in his leadership role. The Hepplewhite Fund seeks to identify specific high-performance equities within particular segments of the technology industry. With a focus on enterprise software, services, and hardware, the fund utilizes an approach that seeks to preserve capital, mitigate risk, and outperform technology-focused and broader market indexes.

The approach used by The Hepplewhite Fund relies on management's analysis of the technology and equity markets and the performance of the fund itself. Mr. Hochfeld determines relevant conditions for investment prospects and measures the fund against benchmark indexes. The Hepplewhite Fund also establishes its long and short equity investments through fundamental research, formal and informal contacts within the technology industry, use of valuation screens risk models, and technical analysis.

Mr. Hochfeld also comprehends the opportunity to invest in businesses which are undervalued in the marketplace. He remains vigilant to discover these cases and take advantage for The Hepplewhite Fund. Mr. Hochfeld looks for investments in which the fund can maintain extended periods of involvement as well as those which provide possible high relative rates of return. The Hepplewhite Funds takes a flexible approach, changing positions when necessary based on in-depth security analysis and economic conditions. This can result in the exploitation of pricing or informational anomalies for the benefit of investors. Finally, The Hepplewhite Fund is also focused on situations where specific catalysts are predicted to changed share prices in a particular timeframe.