CAZ Investments’ strategic opportunities fund has surpassed over $100 million in managed assets in the first five months. The fund outperformed its benchmark and returned 8.50%² (net of expenses) since its inception on March 1, 2024.

“Our early success and growth of the strategic opportunities fund can be attributed to its exposure across a wide variety of noncorrelated public and private market assets,” Christopher Zook, founder and chief investment officer of CAZ Investments, said. “We will continue to strive to be best in class among our peers, placing our personal capital shoulder to shoulder with our investors. And through our focused research team, strong industry relationships and extensive private market experience, we look forward to building on our market-leading positions in GP stakes, buyouts, venture capital, private credit, real estate, energy and healthcare investments.”