Origins

We started The 47 Fund with a simple goal: build a strong financial foundation and hit one personal finance milestone after another. We believed results would follow. The 47 Fund was born out of that journey.

The 47 Fund has grown +180% over seven years – an annualized return of 15.7% including average dividends of 4.4% per year (reinvested).

Performance that speaks for itself.

Consistent, Disciplined, Documented  

How we invest

We focus on major equities, strong dividend payers, and thematic conviction holdings. We hold cash when we need to. No complexity, No hype just sound decisions.

Invitation Only

We don’t offer open access. The 47 Fund is an invitation only fund. We don’t pitch we don’t promote.

Who we work with

The 47 Fund isn’t for everyone.

Were not here to chase markets, sell unrealistic dreams or charge high fees.  We do the work – applying experience, discipline, and ongoing learning to build something solid, one decision at a time.

If our philosophy resonates with you, welcome.  

We’re still building.

This is our journey. We haven’t arrived. It’s a workin process. The fund is growing the thinking is evolving.