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SOJE Fund, L.P.

Investment Overview

Strategy Description

SOJE Fund LP (SOJE) is a Miami-based concentrated long-biased equity fund that invests exclusively in the cannabis sector SOJE holds a concentrated portfolio of public “long-term compounders” within the cannabis sector, complemented by a sleeve of opportunistic long and short investments. The Fund also makes private investments, with investors having the option to opt in or out. SOJE’s founder and portfolio manager, John Pinto, brings operating, investment, and banking experience in the consumer sector and in micro and small cap companies. The Fund is managed by John’s investment firm, SOJE Capital LLC, which also manages Hinsdale LLC, an endowment-style investment partnership founded in 1993 to invest Pinto family capital.
Investment Highlights

Investment Category

Cannabis

Investment Strategy

Small Cap Equity, Long Biased, Cannabis Investments

Investment Structure

LPs, Fund (US Investors Only)

Objective

Our Performance Goal
Long-Term Capital Gains, Outperform Market Returns, Generate absolute returns with non-correlation to other asset classes, 15-20%+ Annual Returns

Investment Opportunity

What We Believe
We are investing behind the fading social stigma of cannabis and will hold long-term compounders and a fewer set of event positions.

Return Driver - Alpha

Our Edge
Research, Deal Sourcing Network, Operationally-focused, Growth Stocks
Implementation of Strategy
Tactical Approach

Market Sector Exposure

Cannabis

Capitalization Weight

Mid Cap, Small Cap

Geographical Exposure

United States

Average Timeframe

Long Term

Risk Management

Hedges, Due Diligence Process, Long Term, Long-term positions, Long-term discipline
Investment Structure

Legal Structure

Limited Partnership

Domicile

United States

Fund Minimum Investment

Strategy AUM

$25MM

Firm AUM

$60MM

Management Fee (%)

Incentive Fee (%)

Service Providers

Administrator

Centaur Fund Services

Auditor

CohnReznick, LLP

Legal

Tannenbaum Helpern Syracuse & Hirschtritt

Custodian/Bank

Alliance Global Partners, Mirae

ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.
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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.