We optimize for risk-adjusted returns
Quantitative investment strategies that aim to beat the S&P500 by systematically filtering out the noise to reduce risk and grow through bull and bear markets.*
*We cannot guarantee future performance and losses are possible
2020
Year Founded
<$1M
Assets Under Management
0.5% & 20%
Fee Structure
$100K
Minimum Investment
1 Year
Lock-Up Period
2020
Year Founded
<$1M
Assets Under Management
0.5% & 20%
Fee Structure
$100K
Minimum Investment
We manage a private fund operating under Rule 506(c) of Regulation D, which allows us to engage in general solicitation and advertising to raise an unlimited amount of capital from accredited investors, provided we take reasonable steps to verify their accredited investor status.
Solimar Fund
Elevate your wealth Reduce your worries*
An algorithmic multi-strategy equities fund that aims to be twice as profitable as passive index investing with half the risk*.
This material does not constitute an offer or the solicitation of an offer to purchase an interest in Solimar Fund, LP (the “Fund”), which such offer will only be made via a confidential private placement memorandum. An investment in the Fund is speculative and is subject to a risk of loss, including a risk of loss of principal. There is no secondary market for interests in the Fund and none is expected to develop. No assurance can be given that the Fund will achieve its objective or that an investor will receive a return of all or part of its investment. Past and simulated performance is hypothetical and not necessarily indicative of future performance.
Solimar Fund
Elevate your wealth Reduce your worries*
An algorithmic multi-strategy equities fund that aims to be twice as profitable as passive index investing with half the risk*.
This material does not constitute an offer or the solicitation of an offer to purchase an interest in Solimar Fund, LP (the “Fund”), which such offer will only be made via a confidential private placement memorandum. An investment in the Fund is speculative and is subject to a risk of loss, including a risk of loss of principal. There is no secondary market for interests in the Fund and none is expected to develop. No assurance can be given that the Fund will achieve its objective or that an investor will receive a return of all or part of its investment. Past and simulated performance is hypothetical and not necessarily indicative of future performance.
Recent Content
Solimar Fund Updates
Solimar Fund is up 38.3% YTD net of fees
vs. the SPY’s YTD return of 18.6%. (8/31/24)
August 2024 Solimar Fund Update
Solimar Fund delivered a net of fees return of 1.6% in August. The S&P 500 (SPY) returned 2.3%. Our Fund’s net Year-to-Date return stands at an impressive 38.3%, compared to the SPY’s YTD return of 18.6%.
July 2024 Solimar Fund Update
Solimar Fund achieved a net return of 17.5% in July, surpassing the S&P 500 (SPY) return of 1.2%. Our net Year To Date return is an impressive 36.15%, compared to the S&P 500’s (SPY) YTD return of 15.88%.
June 2024
Solimar Fund Update
Solimar Fund achieved a net return of 3.7% in June compared to the S&P 500’s (SPY) return of 3.2%. Our net Year To Date return stands strong at 15.9% compared to S&P 500’s (SPY) YTD return of 14.2%.
MAy 2024
Solimar Fund Update
Solimar Fund returned 1.10% net of fees for the month of May compared to the S&P 500’s return of 4.80%. Our YTD return remains strong at 11.70% net of fees compared to S&P 500’s YTD return of 10.64%.
April 2024 Solimar Fund Update
Solimar Fund returned -7.30% net of fees for the month of April compared to the S&P 500’s return of -3.95%. The YTD return remains at a very solid 10.48% net of fees compared to S&P 500’s YTD return of 5.81%.
March 2024 Solimar Fund Update
March has proven to be another amazing month for Solimar Fund, delivering a solid return of 7.40% net of fees compared to the S&P 500’s return of 3.1%. First quarter returns of 19.19% net of fees vs. S&P 500’s 10.15%.
February 2024 Solimar Fund Update
February marked our fourth consecutive month of positive gains with a return of 7.50% net of fees vs. the S&P 500’s return of 5.17%. Our YTD returns are 10.97% net of fees vs the S&P 500’s YTD return of 6.84%.
January 2024 Solimar Fund Update
We’re excited to bring you the first monthly newsletter update on the Solimar Fund’s performance, and it’s with great pleasure that we share our January 2024 returns—a robust 3.23% net of fees.