CAZ Investments Strategic Opportunities Fund has surpassed more than $100 million in managed assets in the first five months.
The fund outperformed its benchmark and returned 8.5 percent since its inception on March 1, 2024.
CAZ's Strategic Opportunities Fund seeks to eliminate many of alternative investing's barriers to entry by giving accredited investors access to a broad portfolio of public and private investments with a low minimum ($25,000). This combination of features has attracted both individual investors and independent wealth managers looking for a differentiated solution for their clients.
