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Oakford park Capital launches
The blockchain fund
For Immediate Release: August 9, 2018 - Tampa, FL
Oakford Park Capital launched The Blockchain Fund in July, 2018 and has completed its first full month of operation with unaudited (gross of fee) performance of 4.34%.
The fund holds 30+ securities and portfolio invests in Blockchain technology, cryptocurrency financials, hydropower generation (for mining), semiconductors (mining), retail, and software. Equities are approximately 75% North American publicly traded equities with an average market cap of more than $8 Billion.
BlockChain Fund Portfolio with the completion of its first full month of operation.
The BlockChain Portfolio invests in companies seeking to leverage or benefit
from Blockchain and Cryptocurrency technology. The BlockChain Portfolio invests
primarily in the common stock of North American and Asian based technology, financial and consumer companies implementing Blockchain technologies and cryptocurrency support. The fund does not invest directly in cryptocurrencies, but may invest in Bitcoin futures infrequently. The minimum investment in the BlockChain strategy is $10,000 and fees range from 1% to 2% depending on investment size.
The portfolio returned 4.34% (gross of fees) for the month of July, versus the
S&P 500 North American Technology Sector Index return of 1.80%. The fund holds 30+
securities and portfolio invests in Blockchain technology, cryptocurrency financials,
hydropower generation (for mining), semiconductors (mining), retail, and software. The
portfolio is a Large Cap Growth Technology strategy with 62% in the Technology Sector, 20% in the Financial Sector, and the balance in Consumer Cyclicals, Utilities,
Communication Services, and Industrials. The Top holdings are Taiwan Semiconductor,
Overstock.com, SAP SE ADR, Square, Inc., and Advanced Micro Devices.
“Building a portfolio of companies that seek to leverage the innovations of
BlockChain and CryptoCurrency, is a much more prudent way to benefit from the long
term disruptive nature of these technologies,” said James G. Taylor, PhD, MBA,
President of Oakford Park Capital, Inc. a Florida Registered Investment Advisor. “This
strategy is a unique investment vehicle that can diversify investors’ overall portfolios
over the long term.”
“Our solution gives the client a separately managed account, with a low
minimum, and professional investment management without the higher transaction fees of an ETF or high minimums of other products in the marketplace,” continued Taylor,“and we are excited as we believe this is the first Florida-based firm with such an