Michael Patrick McCloskey serves as Founder, President, and Chief Investment Officer with over 24 years of experience in financial services. He holds SEC CRD# 7715266 and is registered as an Investment Adviser Representative in Florida and Texas jurisdictions since April 2023. McCloskey demonstrates exceptional alignment of interests by investing over 70% of his family's net worth alongside clients in the fund. He passed the Series 65 Uniform Investment Adviser Law Examination on September 15, 2025. The management team includes James McCloskey for Private Client Sales, Michelle Tait as Executive Assistant, and Michael Van Loon as Analyst, creating a lean but focused investment team.

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Disciplined Value Investing is simple, but not easy. At GreensKeeper, we put in the work and have the proper temperament to succeed in the stock market. The fund follows a concentrated approach with 15-20 high-conviction stocks across any sector and market capitalization, with global exposure including companies in US, Canada, France, Israel, Switzerland, and UK. The fund explicitly rejects the Efficient Market Hypothesis and defines risk as the permanent loss of capital rather than volatility. No leverage is used to prevent forced sales during market downturns, with an average holding period of 8.5 years emphasizing long-term capital appreciation over short-term diversification.

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