The investment objective of the Fund is to achieve superior returns, consisting of both capital appreciation and current income, focusing on maximizing profits while minimizing risks over the next 10,000 days (which is about 30 years) by investing mostly in stocks (and more specifically in tech stocks in sectors like The Artificial Intelligence Revolution, The Robotics Revolution, The Blockchain/Cryptocurrency Revolutions, The Driverless Revolution, The Cannabis Revolution, The Genetics Revolution, The 5G Revolution and many other new and yet-to-be-thought-of Revolutions to get positioned in front of), along with some options, cryptocurrencies/tokens and crowdfunded assets. (Notwithstanding the foregoing, due to the regulatory uncertainty surrounding investments in cryptocurrencies and tokens, the Investment Manager does not intend to invest the Partnership’s assets in cryptocurrencies or tokens until there is greater clarity in the industry regarding the regulation of these investments.)
About Cody Willard
Cody Willard, the Investment Manager, is a husband and a father to two beautiful daughters, one of whom is has been diagnosed with a genetic disorder. Mr. Willard came to Wall Street with a one-way ticket from New Mexico in 1996. He worked as a Starbucks barista until he got a job stapling papers and answering phones at Oppenheimer, where he became a stock broker/analyst and the first ever partner to legendary stock broker Andrew Lanyi. Cody has been a hedge fund manager, a Division-1 NCAA basketball player, an incubator analyst, a stock broker, a real estate appraiser, a busboy, a TV news anchor on Fox Business and CNBC and is the publisher of TradingWithCody.com. Mr. Willard received a BA in Economics from the University of New Mexico in 1996.
The Advisory Board meets at least twice per year to review the portfolio positions and strategies.