Huckleberry Origins is designed for investors with moderate risk tolerance who are willing to invest long-term for absolute gains. We rely heavily on a value-oriented approach to identify great companies and positions that can benefit under a multitude of market conditions.
Investors seeking long-term growth.
| Benchmark | S&P 500, Wilshire 5000 |
|---|---|
| Concentration | 15-30 individual positions |
| Securities | Stocks, options |
| Target holding period | 3-5 years |
| Accounts | All account types, including IRAs |
| Minimum monthly deposit | $100 |
