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. 

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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. 

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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.

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