Growth Vision Asset Management LLC

Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high‑net‑worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm manages both pooled vehicles and separate accounts and limits its investments to publicly traded small- and mid‑cap biotechnology equities.

GVAM applies a single, fundamental-analysis-driven strategy focused on long-term positions, with low portfolio turnover, no use of derivatives or short sales, and monthly portfolio reviews performed by the principal. Accounts are managed on a discretionary basis under firm-wide allocation and trade‑allocation policies intended to seek equitable treatment across clients.

The firm discloses historical performance in its brochure — reporting a 13‑year annualized gross return of 27.5% and a prior fund’s total net return of 75% over a two‑year period — and employs performance-based compensation that includes a preferred‑return hurdle and a high‑water‑mark mechanism, features that are uncommon for solo independent advisers. GVAM also limits disclosure of individual holdings for a period to protect its trading strategy, serves only qualified clients with substantial minimums, and plans to attach a balance sheet to its brochure, which are operational practices that distinguish it from many peers.