Fred Masotta

Functions as a College/University

Scholtz & Co. tailors each individual portfolio to meet the client's specific investment goals and risk profiles. They seek to match proven, conservative security selection principles with a risk level appropriate to each client’s needs. Preservation of capital is a cornerstone of their philosophy. The firm strives to purchase assets with favorable risk profiles over both short and long-term horizons.

Hill City seeks to generate attractive absolute net returns for investors, as measured over multiple years while minimizing the probability of permanent loss of capital. The firm makes investment decisions on the basis of fundamental security analysis. Their Fund’s investment strategy is characterized by a concentrated portfolio, a long-duration investment horizon, a rigorous fundamental investment process and active engagement with management. The Fund intends to invest in global equities, with a primary geographical focus on North America and other Developed Markets. It may also take positions in other securities, derivatives and financial instruments as part of the investment process.