EE Fund Management, LLC

EE Fund Management provides portfolio management for individuals and trusts and acts as general partner to a sector-focused investment partnership concentrated on the video game industry that is closed to new investors. Although categorized primarily as a manager of pooled vehicles, the firm also works directly with individual clients and generally expects a $100,000 account minimum, which it may waive at its discretion.

The firm sets asset allocation based on each client’s risk tolerance and follows a long-term, low-turnover buy-and-hold approach with a tilt toward technology companies. Investment decisions draw on multi-tiered research — including third-party ratings, news and product-pipeline analysis, and fundamental financial review — and the firm maintains a proprietary EEFund Video Game Tech Index that it rebalances semiannually and adjusts for constituent changes.

Distinctive elements include the concentrated, industry-specific focus on video-game technology, operation of a closed partnership tied to that sector, and maintenance of a proprietary index tied to the strategy. The firm’s principal also conducts market-research consulting in the technology/game industry, and the combination of direct individual trust relationships (including high-net-worth individuals) with these niche research and index responsibilities is atypical for managers in this category.