Investor Summary

Marc Josef Werres founded Hinde Group LLC in 2015, bringing extensive experience in investment banking and hedge funds. He holds CRD Number 4715042 and has been registered since February 18, 2010, with no disciplinary disclosures, criminal convictions, customer disputes, or financial disclosures on record. Werres passed the Uniform Investment Adviser Law Examination (Series 65) on January 13, 2010. His background includes a childhood fascination with investing inspired by George Soros, followed by a career in investment banking and hedge funds before launching Hinde Group. He describes himself as a fundamentally oriented value investor who views stocks as fractional ownership interests in businesses rather than numbers or lines on a screen.

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Fund Strategy

Hinde Group employs a concentrated, value-oriented investment approach focusing on two primary categories: Compounders and Special Situations. Compounders are publicly traded stocks of fundamentally great businesses that are often out-of-favor or misunderstood, held for an indefinite, typically multi-year horizon. Special Situations involve investments in less-than-great businesses trading at significant discounts to conservative intrinsic valuations, with identifiable catalysts expected to close the valuation gap within two years. The firm emphasizes extensive primary research including meetings with management, consultations with industry experts, alternative data analysis, site visits, and product testing. Risk management focuses on minimizing the likelihood and impact of five-year returns falling below U.S. Treasury yields through investing primarily in great businesses with a margin of safety in valuation.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
20.2% -4.0% 29.5%