UpHoldings

premium stock funds

Premium stocks

We seek out the best growth opportunities: common stock in US, International, or Emerging Market companies that we conclude have the greatest potential for above average earnings growth. Our holdings command at least one of the following: disproportionate market share, a misunderstood mega-growth initiative, or carefully crafted shelter for the storms ahead.


dynamic portfolios

Our team combines data mining techniques along with intensive primary research to identify investment opportunities. UpHoldings portfolios are concentrated into 25-30 holdings with weightings adjusted based on market deviations to our measures of intrinsic value.


radical access

UpHoldings fund structures prioritize low cost, tax efficiency, and maximum liquidity. Our research and portfolio management teams are dedicated solely to driving outperformance across our fund strategies.

 

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Are you passionate about delivering best-in-class investment performance? Let us know how you’d like to help.