Updates, Tips, & Finance News


-We've continued to leg into the Cloud Computing Fund
-We're sharing a look into our investment process

Hi there—here is this week's update!

Cloud Computing Fund

Over the last few weeks, we've mentioned that Round portfolios have started to leg into a new fund.

This fund, WCLD, tracks the Bessemer Emerging Cloud Index, and we strongly believe in the long-term value opportunity created by cloud-based businesses.

We want to share our investment memo with you so you can get a better understanding of why we're investing in this fund, what some of the key metrics are, and how it compares to other growth stock funds.

Click here to access the memo.

If you're having trouble accessing the file, here is the link: https://docsend.com/view/bdxc49j534aefkpm

See you next week,
Saul & The Round Team

Have $100,000 or more to invest? You may qualify for Round Private Client. Contact our team at privateclient@investround.com.

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