The Tarpon Folio is an innovative, investor-friendly alternative to the traditional actively managed mutual fund. It's built on a
model we call a Spoke
Spoke Fund® is a group of separate investor accounts linked to a portfolio containing a significant portion of the net worth of the portfolio manager. Cale Smith at IIM is the
creator and owner of this trademarked and proprietary approach to better
transparency and integrity in investing other people's money.
Fees for Tarpon are 1.25% of assets annually, assessed on a monthly
basis. Turnover, taxes and trading are minimized in the fund,
which uses a long-term value investing strategy.
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