21st Century Investments
— ALPINE EQUITY FUND —
Alpine Equity Fund pursues investment opportunities in key sectors that underpin meaningful domestic and global growth trends. The majority of its investments are made in publicly traded securities, however on rare occasions it will make private placement if the target Company has a highly compelling business model, a talented management team, a large enough market cap, and is also close to a potential IPO or reverse merger.
We seek ownership in significant and diverse companies that make up the supply chain for burgeoning industries undergoing transformative disruption. Sometimes it's not as sure to select the apex disrupter in a space, but the supply chain will support the contestants.
A core principle of our asset allocation is periodically balancing the high growth, higher BETA investments with lower BETA, lower P/E ratio stocks that may be deemed value-oriented. Ultimately, we seek investments with asymmetric reward to risk.
We are a single-family office and, as such, do not accept third-party investments in our fund. However, we do speak to other institutions and individuals and are open to comparing micro and macroeconomic trends.
Research Oriented
— Qualified —
Very few investments meet our criteria. The minimum market cap per Company, by charter is $2B for investment consideration.
Best of Breed
— Market Cap —
There is a minimum $10B US Dollar market Cap threshold at buy in for 10% or more holdings.
Industry Change
—Disruption —
We seek investments in entire industry sectors where the most immediate disruption is taking place.
21st Century Equity Portfolio
— EQUITY INVESTMENTS APPROACH—
We are not a bond shop nor do we invest in foreign markets outside of US listed stocks, however some are ADR's and thus obtain international dimension. We do not take currency risk and very rarely participate in derivative synthetic investments.
We are a Private Family Office
— Family Office —
As a result we do not accept third party capital for investment.
Professional Due Diligence
— Research —
We do our own research with the objective of seeking asymmetric risk for long term appreciation.
Best of Breed
— Alpine —
We seek best of breed companies for our Portfolios.