BlueFlag Security Emerges from Stealth with $11.5M Seed Funding to Address Critical Gaps in SDLC Security

Introducing the BlueFlag Security platform, a transformative approach that establishes identity security as the bedrock of developer security and governance efforts SUNNYVALE, Calif. — March 21, 2024BlueFlag Security today announced a $11.5 million seed funding round to redefine software development lifecycle (SDLC) security. Led by Maverick Ventures and Ten Eleven Ventures with participation from Pier […]

Convertible Strategy: PBXIX

The team’s approach was recently recognized, as PBXIX received a 5-Star Morningstar Rating in the Convertibles Category for the 3-year period ending January 31, 2024 out of 77 funds (based on risk adjusted returns). Disclosure: PBXIX is rated 5 stars by Morningstar for the Overall and 3-year period ending 1/31/2024, based on risk adjusted returns, […]

Convertibles: Equity Participation with Better Sharpe – Q1 2024

Following several years of strong issuance of convertible securities, many investors are digging in to learn more about the unique characteristics of an instrument that can offer both offense and defense. Convertible securities combine equity and debt features, allowing investors to participate in potential equity price appreciation while offering more limited downside risk provided by […]

2023 Year End Letter: Stage Set for Small Cap Outperformance

The big money is not in buying or selling, but in the waiting. Charlie Munger The above quotation from the late famed investor Mr. Munger lingers in our head as we reflect on his storied career given his recent passing, and on the performance of the Geneva Investment Strategy this year as investors eschewed small […]

We are going to need a bigger Moat!

Over the years we have heard other professional investors proclaim that they predominantly focus on finding companies with large moats. Many ascribe the moat philosophy to famed value investor Warren Buffett. With all due respect to Mr. Buffett and his legion of disciples, we are not sure that strategy neceassily works for growth investing. The […]

Convertibles: A 2023 Case Study

Following strong performance of convertible bonds over the last several years, savvy investors are beginning to take notice of the attractive characteristics of this unique asset class. The hybrid construction of convertibles can offer a compelling way to participate in risk on markets while offering some downside support during market pullbacks. Pier 88’s Investment Team […]

Geneva 1H 2023 Review

Dear Investor, My son advised me that he had used ChatGPT to create a study guide for his biology class final and instructed it to assume he had skipped a decent percentage of the classes during the semester in order to focus on his computing classes, and that this would be the only material he […]

Geneva Q4 2022 Review

Pier88 CEO Frank Timons presents the Geneva Q4 2022 review. Please read our full disclosures here. The companies identified do not represent all of the companies purchased, sold or recommended for portfolios advised by Pier 88 Investment Partners, LLC. The reader should not assume that investment in any company was or will be profitable. Additional […]

mimik technology closes $14.3 million extended series A funding round led by Pier88

mimik’s hybrid edgeCloud platform is poised to revolutionize the delivery of microservices for applications in industries such as healthcare, automotive, manufacturing, logistics, retail, and banking San Francisco, November 3, 2021: mimik Technology, Inc., a pioneer in hybrid edge cloud technology and business solutions, today announced a $14.3 million Series A funding round led by Pier 88 […]

Q1 2021 Convertible Update

Watch our Q1 2021 video update on the convertible bond marketplace, presented by CEO Frank Timons. The companies identified do not represent all of the companies purchased, sold or recommended for portfolios advised by Pier 88 Investment Partners, LLC. The reader should not assume that investment in any company was or will be profitable. Additional […]