The Hindsight 50/50 Fund is a specialized, dual-purpose vehicle designed by me for my project, Second Comma Strategies. It serves both as a high-conviction growth engine and, more importantly, as a “live-fire” research laboratory.

The time horizon for this portfolio is more than three years. While the fund may be opportunistic at times, it is not a trading portfolio.

Both the portfolio and website are in development. The percentage allocations and holdings are not final.

Once things are up and running (though, like now, we will always be building as we fly), I’ll get the portfolio transaction history added and put together weekly and quarterly snapshots.