The Joint Investment Fund, founded in January 2025, is a Michigan-based hedge fund structured as a limited partnership under Rule 3(c)(1) of the Investment Company Act and Regulation 506(c). For U.S. persons, the Fund is only accessible to those who qualify as accredited investors, as defined under U.S. securities laws. Accredited investors include, among others, natural persons with a net worth, together with their spouse, exceeding $1 million USD (excluding primary residence), or individuals with income over $200,000 USD in each of the last two years (or $300,000 USD jointly with a spouse) and a reasonable expectation of the same for the current year. Non-U.S. persons may be eligible to invest without meeting the accredited investor requirements, subject to applicable local laws and regulations.

I prioritize transparency and a results-driven strategy to ensure long-term success and sustainable growth. To uphold my commitment to transparency, the investments section of this website provides access to a third-party investment report generated by our broker, Interactive Brokers. This report serves as an independent verification of the fund's investment performance, ensuring investors have clear and reliable insights into my investment results.

With over 15 years of experience investing my own personal capital in my personal brokerage account (non-business and non-employment based), I have navigated various market conditions and employed a range of investment strategies in the financial equity and option markets to optimize returns. My deep understanding of financial equity and option markets, risk management, and portfolio optimization forms the foundation of the fund's strategic approach.

I hold a MBA from ESSEC Business School in France and a Master's degree in Management from the University of Mannheim in Germany. In the U.S., I passed the Uniform Investment Adviser Law Examination (Series 65), which qualifies individuals to act as investment adviser. In Germany, I hold the IHK certification permitting me to operate as a Finanzanlagenvermittler under § 34f Abs. 1 Nr. 1 of the German Trade Regulation Act (Gewerbeordnung).