Co-Build Fund Program

Led by Michael Hartnett, leveraging collective wisdom to create exceptional investment opportunities through strategic collaboration and shared expertise

Investment Philosophy & Strategy

Under the leadership of Michael Hartnett, Bank of America's Chief Investment Strategist and creator of the "Magnificent Seven" concept, our Co-Build Fund represents a revolutionary approach to collaborative investing. We combine institutional-grade analysis with the collective wisdom of elite investors to identify and capitalize on exceptional market opportunities.

Our fund strategy focuses on quality-first investing, emphasizing companies with strong balance sheets, sustainable competitive advantages, and innovative leadership in their respective sectors.

Strategic Investment Goals

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Value Creation

Focus on undervalued assets with strong fundamentals and growth potential, leveraging collective due diligence and expertise.

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Diversification

Strategic allocation across sectors, geographies, and asset classes to optimize risk-adjusted returns.

Innovation Focus

Early identification of transformative technologies and market trends driving future growth.

Operational Model

Internal Strategy Experience Program

To ensure the fund has a healthy and substantial initial capital base (Seed Capital), we have established an early strategic supporter mechanism through the Internal Strategy Experience Program, inviting high-net-worth investment members to participate in early operations.

Program Benefits:

  • Direct mentorship from Michael Hartnett
  • Access to institutional-grade research and analysis
  • Priority allocation in future fund offerings
  • Exclusive quarterly investment strategy sessions

Investment Process

1. Opportunity Identification

Leveraging network insights and professional analysis to identify exceptional opportunities

2. Collaborative Due Diligence

Member expertise combined with institutional research for comprehensive evaluation

3. Strategic Investment

Disciplined capital allocation with active portfolio management

4. Value Optimization

Ongoing monitoring and strategic adjustments to maximize returns

Participation Benefits

Strategic Advantages:

  • Access to Michael Hartnett's investment strategies
  • Professional risk management and portfolio optimization
  • Networking with elite investors and industry leaders
  • Early access to exclusive investment opportunities

Financial Benefits:

  • Preferential fee structure for founding members
  • Performance-based profit sharing model
  • Option to reinvest returns for compound growth
  • Priority allocation in future fund subscriptions

Recruitment & Participation

The "Strategy Experience Program" has extremely limited positions, with Professor Hartnett personally overseeing account guidance to ensure operational efficiency and quality.

Participation Requirements:

Clients with solid investment foundation or asset allocation capabilities
Alignment with "Co-Build Fund" philosophy and values
Ability for flexible capital allocation and long-term commitment
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Target Returns

12-18%

Annual target return through strategic diversification

Minimum Investment

$500K

Founding member minimum participation

Lock-up Period

24 Months

Strategic investment horizon for optimal returns