Philosophy

The Opt42 Fund follows a conviction-driven philosophy: we invest with clear, forward-looking theses and hold positions with intention. We do not chase performance, react emotionally, or anchor to conventional benchmarks like SPY.

We aim to own businesses and assets that we understand deeply—particularly those at the intersection of software, hardware, semiconductors, and digital infrastructure. Our default posture is long-term ownership. Positions are only reevaluated when the underlying thesis changes—not due to volatility, headlines, or emotion.

Flexibility is built in. While our preference is to avoid REITs, bonds, and high-yield dividend traps, we may selectively use these tools when they serve broader strategic objectives or hedging needs.