The Future Fund LLC has named Dr. Jeffrey Yu and Wendy J. Grubbs, J.D. to a newly-formed Advisory Board. The board will offer the firm’s partners research expertise in the areas of medical technology and Washington politics, as well as provide feedback on managing client investment portfolios.
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
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, and research experience complemented by operational expertise
MBA, Harvard Business School,
BSc in Economics, Wharton School of the University of Pennsylvania
The Future Fund LLC, Managing Partner
Aegon Asset Management U.S., CEO
Calamos Investments, Global Co-Chief Investment Officer
CEO, CIO, Founder
Janus Capital Group,
CEO, President, CIO
Goldman Sachs Asset Management,
CIO Global Equities
Sandford Bernstein & Co., EVP, Partner
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®
The Future Fund LLC, Partner
Co-Chief Investment Officer, Head of U.S. Growth Equity Strategies,
Charis Capital Management LLC, Managing Partner
Northern Trust Global Investments,
Senior Vice President, Portfolio Manager
Segall Bryant & Hamill,
Partner, Portfolio Manager