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portfolio theory

Investing time, money, or both in companies solving important and really interesting problems.

Walker & Dunlop (WD)

One of the largest commercial real estate finance companies in the United States.

Walker & Dunlop (NYSE: WD) provides a comprehensive range of capital solutions for all commercial real estate asset classes, as well as investment sales brokerage services to owners of multifamily properties. 


The company is included in the S&P SmallCap 600 Index and has regularly been ranked as one of FORTUNE Magazine’s Fastest Growing Companies. 

Mitek Systems (MITK)

A global leader in mobile capture and identity verification software

Mitek (NASDAQ: MITK) is a global leader in digital access, founded to bridge the physical and digital worlds. Trusted by 99% of U.S. banks and 7,500 of the world’s largest organizations, Mitek helps companies reduce risk and meet regulatory requirements. 


Mitek’s advanced identity verification technologies and global platform make digital access faster and more secure than ever, providing companies new levels of control, deployment ease and operation, while protecting the entire customer journey. 

Betterment

“It’s hard to overestimate the impact that Betterment has had on financial advice in the U.S.” — Barron’s

The largest independent online financial advisor, with more than $50 billion in assets under management, Betterment pioneered the use of machine learning and AI  to deliver advanced investment advice and performance at scale


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