The Abraham Fortress Fund
Fortress Fund Investment Terms
The Fortress Fund Story
In 2008, Salem partnered with T. Boone Pickens to create the Pickens Abraham Foundation, a scholarship endowment fund for graduating high school seniors in the Texas Panhandle.
In Salem's experience as an investment committee member for endowments and foundations, he saw that the portfolios of endowments and foundations have a tendency to do well in good economic times and poorly in bad economic times. For his half of the Pickens-Abraham Foundation, Salem wanted to try to construct a portfolio that was effective regardless of movements in equities, interest rates, or other traditional investment classes. His resulting investment strategy was turned into the Fortress Fund, LP in July 2018, making the strategy available to outside investors.
We believe you cannot protect or grow your portfolio without smart diversification and robust risk management. With our team’s unique expertise in alternative investments, the Fortress Fund’s diversified portfolio aims to provide investors with more effective diversification and risk management than one may be able to achieve with a traditional stock and fixed income portfolio.
Why invest in the Fortress Fund?
A portfolio built with the storm in mind
By combining diversified investments and strong risk management principles, we aim to create a portfolio that can withstand tumultuous market periods.
Thorough risk management
We believe smart portfolio construction starts with thorough risk management. The Fortress Fund aims to balance each asset class in order to reduce the volatility (or risk) of the portfolio. We prioritize lower volatility in an effort to protect client capital.
Opportunities for growth
Our investment strategy aims to provide diversified investment opportunities in an effort to grow your capital.
Investment management for a fair price
Some investment advisers and consultants overcharge investors by using complicated fee arrangements that are not plainly explained or disclosed. Fees should be fair and transparent. With our fund, we provide clear, straightforward explanations of fees, and we aim to reduce costs for our clients wherever possible.