Businesswire·2026-02-19 16:03Core Insights - The I/O Fund has achieved a cumulative return of 326% since its inception in May 2020, equating to a 4.26x multiple, and an annualized return of 29.2%, outperforming major market indexes and tech-focused institutional funds [1][1] Performance Summary - In 2025, the I/O Fund recorded a portfolio return of 37%, surpassing the S&P 500 by 21% and the Nasdaq-100 by 17% [1][1] - The fund's equity strategy, excluding cryptocurrency, delivered a remarkable 56% return in 2025, ranking it among the top-performing U.S. equity-only portfolios [1][1] - Since its inception, the fund has outperformed the S&P 500 by 192% and the Nasdaq-100 by 152%, with a 294% lead over other institutional technology portfolios [1][1] Investment Strategy - The I/O Fund focuses on identifying AI companies early in their development cycle, contrasting with many firms that concentrate on established Big Tech companies [1][1] - Led by Beth Kindig, the fund has successfully identified multiple high-potential companies, including Bloom Energy, which yielded a 305% average return in 2025 [1][1] - The fund employs disciplined risk management, with Portfolio Manager Knox Ridley actively adjusting exposure based on market conditions [1][1] Research and Communication - Beth Kindig's quarterly AI reports, averaging 50 pages, leverage over 15 years of experience to identify lesser-known companies benefiting from increased AI capital expenditures [1][1] - Ridley conducts weekly webinars for Premium Research Members, covering market signals and risks, and provided timely sell alerts to avoid significant drawdowns [1][1] Verification of Performance - The I/O Fund engages an independent accounting firm for periodic audits, ensuring transparency and accuracy in reported performance [1][1]