About CZSFX
CAZ Strategic Opportunities Fund Class F is a closed-end, evergreen tender offer fund designed to provide accredited investors with broad access to both public and private market assets. The fund primarily seeks long-term capital appreciation and current income by targeting a diversified portfolio across private equity, private credit, venture capital, real assets, and select liquid investments. Its investment approach emphasizes exposure to primary funds, secondary market transactions, and co-investments, with particular focus areas including general partner stakes, disruptive technology, healthcare, professional sports, private energy, and private real estate. Typically, its target allocation is 70% private market assets and 30% liquid investments, aiming to create a portfolio with reduced correlation to traditional public markets and enhanced risk/reward characteristics. The fund structure offers quarterly liquidity (subject to repurchase limitations), monthly subscriptions, and streamlined tax reporting, distinguishing itself from traditional private market vehicles by providing ongoing investor access and simplified administration. Leveraging the scale and expertise of CAZ Investments, the fund seeks to deliver differentiated access to high-quality alternative investment opportunities while maintaining a favorable fee structure and alignment of interests through significant personal capital commitment by the fund managers.
Stock Exchange NASDAQ
Ticker Symbol CZSFX
