GREAT Founder Driven Companies Portfolio

Targeted exposure to publicly listed companies led by founders with long-term strategic involvement

NAV:$100Minimum Investment:$100

Portfolio Performance vs Major U.S. Indices

Portfolio
S&P 500
Russell 2000
Indexed performance chart: portfolio, S and P five hundred, and Russell two thousand

Overview of GREAT Founder Driven Companies Portfolio

Risk: High

The Investment Methodology.... profitable global opportunities, ensuring consistent returns with timely entry and exit points.

FundGREAT Funds
InceptedUnited States
Portfolio ObjectiveFuture Frontiers
NAV$100
CAGR27.21%
Min investment$100

Overview of GREAT Founder Driven Companies Portfolio

Redemption Fee
0.50%More information: Redemption Fee
Management Fee
2.00%More information: Management Fee
Number of Holdings
24More information: Number of Holdings
Subscription Fee
0.50%More information: Subscription Fee
Lock-in period
1 YearMore information: Lock-in period
Variable Technology Fee
10% - 15%More information: Variable Technology Fee
Returns Calculator
Investment Period
Total investment$1,000,000
Total projected returns$3,331,243
$272,100

Portfolio Asset Allocation

as of Apr 1, 2026

  • Equities
    100.00%
  • ETFs
    0.00%
  • Fixed income
    0.00%
  • Cash/Derivatives
    0.00%
  • Alternatives
    0.00%

Top holdings

CompanyAllocation
Robinhood Markets
7.82%
Bloom Energy
7.12%
AppLovin
7.05%
CrowdStrike Holdings
6.77%
Palantir Technologies
6.57%

Top Sectors

SectorAllocation
Information Technology
40.78%
Consumer Discretionary
21.79%
Financials
21.03%
Communication Services
9.28%
Industrials
7.12%

Portfolio Details

The GREAT Founder Driven Companies Portfolio provides equity exposure to publicly listed companies led by founder-driven management teams. Constructed using a rules-based methodology, constituents are selected based on governance structure, offering systematic exposure to founder-led businesses.

Investment Objective

The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies led by founder-driven management teams, while managing concentration, liquidity, and structural risks inherent to thematic investing.

Important Information & Disclosures

This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.

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Portfolio Documents

Portfolio SupplementPPMFactsheet

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Frequently Asked Questions

The portfolio has exposure primarily to publicly listed companies led by founder-driven management teams. It focuses on firms where founders continue to play a significant role in strategic decision-making, ownership, or leadership, often associated with long-term vision and operational alignment.

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