Investor Strategy

What is The Blueberry Fund's Investment Philosophy?

At The Blueberry Fund, we believe that innovation is the key driver of growth and value creation. Our mission is to capture long-term capital appreciation through strategic investments in transformative technologies. With a foundation built on decades of experience, we focus on identifying large-scale investment opportunities that arise from advancements in autonomous vehicles, artificial intelligence, robotics, and disruptive technologies.

Investment Strategy

  • Artificial Intelligence and Cloud Computing

    Our investments in AI and cloud computing target companies enabling innovation across industries:
    • NVIDIA (NVDA): Driving advancements in robotics, healthcare, and autonomous vehicles.
    • Microsoft (MSFT): Integrating AI into enterprise productivity and cloud solutions.
    • Amazon (AMZN): Leading in cloud computing with AWS (Amazon Web Services), enabling scalable, secure, and efficient cloud solutions across industries.
    • Google (GOOG): Pioneering advancements in quantum computing and AI, with revolutionary applications in optimization, cryptography, and data analytics.
    • AMD (Advanced Micro Devices): Designing semiconductors for AI, gaming, and cloud applications.
    • Equinix (EQIX): Supporting secure AI and cloud connectivity through a global data center network.
    • IBM (IBM): Advancing quantum computing and AI for logistics, healthcare, and enterprise systems.
    • Zoom (ZM): Revolutionizing communication with AI-powered collaboration tools, redefining remote work and digital interaction.

  • Blockchain and Financial Technology

    We focus on the intersection of technology and finance, selecting companies leveraging blockchain for secure, scalable solutions:
    • SOFI (SOFI): Expanding digital banking and wealth management with AI-driven tools.
    • Block (SQ): Developing blockchain-based payment systems.
    • Visa (V): Enhancing global commerce with blockchain and AI solutions.
    • Marathon Digital (MARA): Optimizing blockchain mining for efficiency and sustainability.
    • Palantir (PLTR): Strengthening blockchain security with advanced data analytics.

  • Consumer Innovation, Robotics, and Urban Air Mobility

    Our investments prioritize companies redefining consumer experiences, advancing robotics, and transforming the future of transportation:
    • Tesla (TSLA): At the forefront of robotics and artificial intelligence, Tesla leads in autonomous vehicles, manufacturing automation, and energy storage. With the largest AI project globally, Tesla’s technologies are revolutionizing industries far beyond transportation.
    • Apple (AAPL): Leading innovation in AI, augmented reality, and sustainability, transforming industries through its ecosystem of devices and services.
    • Meta (META): Advancing virtual interaction through AR, VR, and metaverse technologies.
    • DoorDash (DASH): Improving logistics with AI-based delivery optimization.
    • Nike (NKE): Enhancing digital commerce with personalized, data-driven strategies.
    • SERV Robotics (SERV): Revolutionizing last-mile delivery with autonomous robots designed to enhance efficiency and sustainability.
    • Joby Aviation (JOBY): Pioneering urban air mobility with cutting-edge eVTOL (electric vertical takeoff and landing) aircraft, reshaping transportation and enabling sustainable city solutions.

  • Entertainment and Creative Industries

    We target companies transforming how people create and consume content:
    • Netflix (NFLX): Using AI to personalize audience engagement.
    • AppLovin (APP): Innovating mobile advertising platforms.
    • Adobe (ADBE): Expanding generative AI tools for creators and enterprises.
    • Unity Software (U): Supporting 3D content creation across industries.
    • Airbnb (ABNB): Optimizing travel and hospitality with AI-driven solutions.

  • Clean Energy and Sustainability

    We prioritize companies developing innovative solutions for a sustainable future:
    • NextEra Energy (NEE): Advancing renewable energy with AI-enabled systems.
    • Palo Alto Networks (PANW): Securing critical infrastructure with AI solutions.
    • Wynn Resorts (WYNN): Improving energy efficiency in luxury operations.
    • Starbucks (SBUX): Streamlining operations with sustainability-focused AI tools.

We aim to achieve long-term alpha by:

1. Focusing Exclusively on Transformative Innovation:

We invest solely in disruptive technologies that have the potential to redefine industries and drive substantial growth.

2. Investing in Leaders and Visionaries:

We back companies that we believe are the leaders, enablers, and beneficiaries of cutting-edge technologies.

3. Leveraging a Comprehensive Research Approach:

Our integrated research methodology combines top-down and bottom-up analysis, allowing us to identify innovative trends early and understand their convergence across different markets.

4. Offering Diversified Strategies:

Our investment strategies span various market capitalizations and sectors, ensuring low overlap with broad-market indices and providing unique opportunities for growth.