Finance News & Insights
Welcome to Fort Street News – your source for financial insights and investment content. Explore monthly commentary on market trends, watch videos on our investment strategy, and stay updated with quarterly letters and monthly snapshots.
Video: Fort Street Investment Style
Listen in as Richard Wertheimer, Portfolio Manager at Fort Street Asset Management, explains our investment style and how it is different from traditional investment managers and financial advisors. https://youtu.be/XwKnzkym7Q0
Video: Working at Fort Street
Clint Dodson, Fort Street's Chief Operations Officer, talks about the hustle behind the muscle in working at the fund. https://www.youtube.com/watch?v=t3rFaRYGlNc
Fort Street Q2 2024 Investor Letter
Link to PDF here. 2Q24 INVESTOR LETTER REVIEW As the world turns: I’m sure we have all been preoccupied with the cascade of national news in the last few weeks. Our take is that while these events are not trivial, there is no cause for alarm, and we don’t see much of...
Fort Street Q1 2024 Investor Letter
Link to PDF here. 1Q24 INVESTOR LETTER Preamble – Random Musings Of An Aging Fund Manager As I was staring vacantly into space (as I am wont to do), pondering the nature of today’s bull market, I found myself wondering why we use the terms “bull or bear” to describe...
Fort Street Q4 Investor Letter
Link to PDF here. 4Q23 INVESTOR LETTER Last year clearly demonstrated the futility of predicting what the markets will do over a given period. Most so-called experts and talking heads were flat-out wrong in 2023. Everyone expected a recession, and no one thought the...
Financial Resources, Materials, More
What type of fund is Fort Street?
Fort Street is a multi-family, multi-strategy investment fund. We use a master-feeder and SMA structure for our client’s investment accounts.
What benchmarks does the fund use?
For comparison purposes, we use the S&P 500 and 60/40 Blend Index to benchmark the fund in our monthly snapshots and quarterly letters.
When was the fund established?
The fund was established in 2019, with the core portfolio starting in 2016 at Morgan Stanley in Honolulu.
What is the liquidity structure for the fund?
Clients can redeem their investments or take distributions on a monthly basis.
How do I access my account?
We provide an investor portal, run by third-party NAV Consulting, to share daily performance numbers. Clients can access this at anytime, anywhere.
What is the minimum investment?
Qualified investors start at $1M.
FAQ
Company and Hawaii News
Updates from Fort Street and Hawaii.
Monthly Podcast
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Financial Resources, Materials, More
What type of fund is Fort Street?
Fort Street is a multi-family, multi-strategy investment fund. We use a master-feeder and SMA structure for our client’s investment accounts.
What benchmarks does the fund use?
For comparison purposes, we use the S&P 500 and 60/40 Blend Index to benchmark the fund in our monthly snapshots and quarterly letters.
When was the fund established?
The fund was established in 2019, with the core portfolio starting in 2016 at Morgan Stanley in Honolulu.
What is the liquidity structure for the fund?
Clients can redeem their investments or take distributions on a monthly basis.
How do I access my account?
We provide an investor portal, run by third-party NAV Consulting, to share daily performance numbers. Clients can access this at anytime, anywhere.
What is the minimum investment?
Qualified investors start at $1M.
FAQ
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