Stock Selection: Research and Results Jan. 2023. The Big Growers: After the Deluge, A Turning Point?
The Future Fund LLC is an SEC-Registered Investment Advisor. We've identified megatrends that we believe are the most influential multi-year secular growth opportunities shaping the future. Our focus is on companies that can change the world by capitalizing on these fundamental changes in their markets.
Focused on leading secular growth opportunities
We manage concentrated, high-conviction secular growth portfolios for clients in both a long-only and a hedged equity structure.
Discovering unrecognized equity value
We believe transformative companies will displace legacy industry incumbents in several key sectors.
How we differ
Focused portfolios backed by intensive research
We apply deep industry research and create concentrated, high-conviction portfolios.
Unique return profile
We are benchmark agnostic and do not manage to an index, thereby creating high active share and a non-correlated return profile.
Blending people, investment, and operational expertise
Our partners have decades of investment experience and first-hand operational skill gained from managing companies.
Opportunistic and tactical
We strive to exploit short-term dislocations in the market, creating incremental alpha.
Managing risk on multiple levels
We manage risk intensively, both fundamentally and quantitatively.
Fully aligned with investors
We have a fully transparent business model, tied to investment performance to ensure our clients’ interests come first.
Centered on Transformative Companies Creating Long-Term Value
Focused on Key Secular Megatrends
HOW MEGATRENDS ARE SHAPING OUR FUTURE
Megatrends have been changing the way people live for hundreds or even thousands of years.
Targeting Businesses Capitalizing on Secular Trends Over Three to Five Years
Gary and David began working together in 2013, both specializing in growth stock investing based on fundamental research. With career foundations as analysts, they employ deep fundamental research and modeling to select catalyst-driven secular growth candidates for client portfolios.
Their shared history and prior successes at investment management firms allow them to come to consensus quickly, making investment decisions targeted to benefit clients. Both strongly believe in active management, proprietary research, and high conviction strategies that are not tied to benchmarks.
The Future Fund LLC
- Nearly 30 years' portfolio management, investment, research, and operational experience
- MBA, Harvard Business School, BSc in Economics The Wharton School of the University of Pennsylvania
David Kalis, CFA
The Future Fund LLC
- 25+ years' proven success managing small- and mid-cap portfolios and leading investment teams
- BA in Economics, University of Michigan
- Chartered Financial Analyst®
- Founder, Bindler Investment Group
- Managing Partner, $11MM BMS de-SPAC Opportunity Fund
- Advisory Board member, Cresset Capital, a $30B boutique family office
- Chair, Chicago Advisory Board of Cahn Fellows
- MBA, Boston University
BS, University of Florida
- Co-Founder, President, CEO, $2.2B AUM Gerber Kawasaki Wealth and Investment Management
- SunAmerica’s Archon and Million Dollar Branch Award recipient
- BA Communications, Annenberg School at the Univ of Pennsylvania, concentration in Business Law at the Wharton School of Business
- Founder L&F Investor Services, business advice to investors worldwide
- Founder Scope OEF GmbH, fund analysis
- Previously, key advisor at Commerzbank and VP/Sr. Credit Officer at Moody’s Investor Services
Jeffrey Yu, MD
- Entrepreneur, Board Certified MD in Radiology and Nuclear Medicine
- Founder of two healthcare technology companies
- MD, Wake Forest School of Medicine, Residency and fellowship Mallinckrodt Institute at Washington University
- BS, U of C Berkeley
Insights & News
Announcing a rare opportunity to become a partner in Future Fund Advisors LLC.
Invest in the early stages of the Company’s planned growth trajectory to reach $1B in AUM by 2027. Membership units in Future Fund Advisors LLC are available to accredited investors. Minimum investment $10,000. Learn more
Active ETF AUM has increased 10-fold in last 10 years (+40% CGR) due to higher transparency, lower fees, and favorable tax benefits.
Learn more from Gary Black and David Kalis about an exciting opportuntity to invest in Future Fund Advisors. Watch a replay of our Zoom Call with the details.