Systematic Investment Fund

CONTINUE

APPROACH

Every holding goes through the same repeatable process.

We run a concentrated portfolio of U.S. companies, each chosen through a process that combines quantitative analysis with fundamental research. Each company is judged on its own merits, independent of its weight in any index.

  1. Screen

    A proprietary quantitative screen identifies the most promising candidates among U.S.-listed companies.

  2. Research

    Every candidate receives a written fundamental research memo, which the portfolio manager reviews and approves before any purchase.

  3. Portfolio

    The portfolio is monitored daily, and each holding is formally reviewed on a regular schedule.

We walk prospective investors through the process in detail on an introductory call. Request a call.

FIRM

The founder’s capital is invested in the strategy alongside limited partners.

We are an independent investment manager in San Diego, founded in 2026. The firm runs one strategy through one private fund and is owned and managed by its founder, who works on it full time.

The strategy has been running since April 2026, with a research memo behind every purchase. An independent CPA firm has been engaged to examine its record through the end of 2026.

Founded
2026
Based in
San Diego, California
Strategy
Long-only U.S. equity
Running since
April 2026
FOUNDER

Jeremy Masiello

Founder & Portfolio Manager

  1. 2014 to 2019U.S. Navy
  2. 2022B.S. in Finance, San Diego State University
  3. 2022 to 2026Wells Fargo, middle market banking
  4. 2026Founded the firm

Jeremy Masiello founded the firm in 2026, after five years in the U.S. Navy and four years in middle market banking at Wells Fargo.

In the Navy he served aboard the amphibious assault ship USS Essex (LHD-2) as Records Keeper for the ship’s retail operation, where he prepared its financial statements and was responsible for its financial records, inventory accounting and account reconciliations. He also managed a team of 44 in retail operations.

At Wells Fargo he worked in credit underwriting and portfolio management. He completed a six-month formal credit training program and went on to underwrite and structure credit for companies with roughly $100 million to $2 billion in revenue.

He holds a B.S. in Finance from San Diego State University, where he is completing his MBA, and he has passed the Series 65 exam. He left Wells Fargo in April 2026 to run the firm full time.

INVESTORS

Speak directly with the portfolio manager.

The fund is a private Delaware limited partnership for accredited investors. Jeremy takes every introductory call himself.

Independent firms handle the fund’s books, audit and custody.

Independent administrator

An independent fund administrator keeps the fund’s books and each investor’s capital account, and calculates the fund’s net asset value.

Independent audit

An audit firm registered with the PCAOB audits the fund’s financial statements each year.

Independent custody

The fund’s assets are held in an account in the fund’s own name at a U.S. broker-dealer.

How investing works

  1. Introductory call

    A 30-minute call with Jeremy to walk through the strategy and answer your questions.

  2. Diligence

    We share the fund’s diligence materials and offering documents and answer any follow-up questions.

  3. Verification

    An independent third party confirms that you are an accredited investor.

  4. Subscription

    You complete the subscription documents and fund your investment.

Leave your details and Jeremy will be in touch to set up an introductory call. You can also email info@northmarkcm.com.

Request a Call

CONTACT

Office

San Diego, California

General Inquiries

info@northmarkcm.com