GOAL
The funds primary goal is to seek capital gain and growth in undervalued stocks as well overvalued stock .
MAIN INVESTMENT STRATEGIES —
We invest mainly in common stocks of U.S. companies and private companies with a
focus on value with the potential for capital growth, income, or both. Value stocks are those that we believe are currently undervalued or overvalued by the market. We look for companies undergoing positive change as we as negative. We capitalize in both a bull or bear market by buying stocks or shorting them .We also invest in small private companies with potential for capital growth. Under normal circumstances, we invest at least 80% of the fund’s net assets in equity investments . We diversify our fund with small to midsized companies.
INVESTOR PROFILE
This fund is designed for investors seeking capital growth and, as a
current income and who are willing to wait out short-term market fluctuations. The fund discourages short-term trading activity. It should not be your sole investment. However,
the fund may be appropriate as part of a portfolio of funds with different
investment strategies, such as growth, blend, value, and
income.
COSTS ASSOCIATED WITH YOUR INVESTMENT
Fortune funds includes a management fee of 1.5 % when purchase of membership interest in order to compensate your financial representative for asset
allocation and other services. To discourage short-term trading Fortune funds, LLC
also charges a additional fee of 2 % on capital invested in the fund for membership interests sold within 45 days of essential purchase of interest.
How do I buy interest in Fortune Funds, LLC ?
You can open a fund account and purchase interest in Fortune Funds by contacting
Fortune Funds at 1-347-206-5204 you will be able to apply over the phone . When completed you will receive a certificate membership that certifies interest in Fortune Funds, LLC. Checks must be made payable to Fortune Funds, LLC, must then be returned to Fortune Funds at the following address:
You can open a fund account with as little as $1000. The minimum
investment is waived if you make regular investments weekly, semimonthly,
or monthly .
Ways to fund account
By mail. You may write a check for the
amount you wish to invest, payable to Fortune Funds, LLC.
By wire transfer. You may buy fund interest by bank wire
transfer of same-day funds. Please call Fortune Funds
at 1-347-206-5204 for wiring instructions. The fund will normally
accept wired funds for investment on the day received if they are
received by the fund’s designated bank. Your bank may charge you for wiring
same-day funds. Although the fund’s designated bank does not
currently charge you for receiving same-day funds, it reserves
the right to charge for this service.
How do I sell fund interest?
You can sell your interests back to the fund by contacting us at 1-347-206-5204. (See Policy on excessive short-term trading regarding sales made within 45 days of purchase.) The fund generally sends you payment
for your interests in the business day after your request is received.
Policy on short-term trading
Excessive short-term trading activity may reduce the fund’s performance and harm all
fund shareholders by interfering with portfolio management, Increasing the fund’s expenses and diluting the fund’s net asset . So members will be charged an additional 2% management fee for sale of total interest in the company.
Distribution plans and payments
to members
Fortune funds, LLC profits are distributed primarily through the funds manager and members according to interests owned in the company. Interests are owned by capital contribution . You may choose to reinvest all profits in additional interests when profits are made, you may also chose to receive profits monthly on interests owned in the company.
Fortune fund ownership privileges
As a Fortune fund member, you have access to a number of services that can add more growth and value to your financial portfolio. Here are some of the ways you can use these privileges to make the most of your Fortune Fund investment .
SYSTEMATIC INVESTMENT PLAN
Invest as much as you wish. The amount you
choose will be automatically transferred weekly,
semi-monthly or monthly from your checking or
savings account.
SYSTEMATIC WITHDRAWAL
Make regular withdrawals monthly, quarterly,
semiannually, or annually from your Fortune fund account.
A 2.00% short-term trading fee may apply to
sales of fund shares that are made within
the applicable holding period (45 days of purchase of membership).
For more information about Fortune Funds, LLC call us toll free at 1-347-206-5204
The funds primary goal is to seek capital gain and growth in undervalued stocks as well overvalued stock .
MAIN INVESTMENT STRATEGIES —
We invest mainly in common stocks of U.S. companies and private companies with a
focus on value with the potential for capital growth, income, or both. Value stocks are those that we believe are currently undervalued or overvalued by the market. We look for companies undergoing positive change as we as negative. We capitalize in both a bull or bear market by buying stocks or shorting them .We also invest in small private companies with potential for capital growth. Under normal circumstances, we invest at least 80% of the fund’s net assets in equity investments . We diversify our fund with small to midsized companies.
INVESTOR PROFILE
This fund is designed for investors seeking capital growth and, as a
current income and who are willing to wait out short-term market fluctuations. The fund discourages short-term trading activity. It should not be your sole investment. However,
the fund may be appropriate as part of a portfolio of funds with different
investment strategies, such as growth, blend, value, and
income.
COSTS ASSOCIATED WITH YOUR INVESTMENT
Fortune funds includes a management fee of 1.5 % when purchase of membership interest in order to compensate your financial representative for asset
allocation and other services. To discourage short-term trading Fortune funds, LLC
also charges a additional fee of 2 % on capital invested in the fund for membership interests sold within 45 days of essential purchase of interest.
How do I buy interest in Fortune Funds, LLC ?
You can open a fund account and purchase interest in Fortune Funds by contacting
Fortune Funds at 1-347-206-5204 you will be able to apply over the phone . When completed you will receive a certificate membership that certifies interest in Fortune Funds, LLC. Checks must be made payable to Fortune Funds, LLC, must then be returned to Fortune Funds at the following address:
You can open a fund account with as little as $1000. The minimum
investment is waived if you make regular investments weekly, semimonthly,
or monthly .
Ways to fund account
By mail. You may write a check for the
amount you wish to invest, payable to Fortune Funds, LLC.
By wire transfer. You may buy fund interest by bank wire
transfer of same-day funds. Please call Fortune Funds
at 1-347-206-5204 for wiring instructions. The fund will normally
accept wired funds for investment on the day received if they are
received by the fund’s designated bank. Your bank may charge you for wiring
same-day funds. Although the fund’s designated bank does not
currently charge you for receiving same-day funds, it reserves
the right to charge for this service.
How do I sell fund interest?
You can sell your interests back to the fund by contacting us at 1-347-206-5204. (See Policy on excessive short-term trading regarding sales made within 45 days of purchase.) The fund generally sends you payment
for your interests in the business day after your request is received.
Policy on short-term trading
Excessive short-term trading activity may reduce the fund’s performance and harm all
fund shareholders by interfering with portfolio management, Increasing the fund’s expenses and diluting the fund’s net asset . So members will be charged an additional 2% management fee for sale of total interest in the company.
Distribution plans and payments
to members
Fortune funds, LLC profits are distributed primarily through the funds manager and members according to interests owned in the company. Interests are owned by capital contribution . You may choose to reinvest all profits in additional interests when profits are made, you may also chose to receive profits monthly on interests owned in the company.
Fortune fund ownership privileges
As a Fortune fund member, you have access to a number of services that can add more growth and value to your financial portfolio. Here are some of the ways you can use these privileges to make the most of your Fortune Fund investment .
SYSTEMATIC INVESTMENT PLAN
Invest as much as you wish. The amount you
choose will be automatically transferred weekly,
semi-monthly or monthly from your checking or
savings account.
SYSTEMATIC WITHDRAWAL
Make regular withdrawals monthly, quarterly,
semiannually, or annually from your Fortune fund account.
A 2.00% short-term trading fee may apply to
sales of fund shares that are made within
the applicable holding period (45 days of purchase of membership).
For more information about Fortune Funds, LLC call us toll free at 1-347-206-5204