Building a better future
Herndon Funds is a leading family of funds dedicated to creating wealth for our investors while building companies that improve the lives of citizens around the globe.
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Herndon Family of funds
Herndon currently has 6 actively managed funds that target a broad range of investment strategies. The funds focus on venture capital in technology and biotechnology to more traditional offerings in real property, private equity, and asset-backed lending.

It’s widely believed that the FOMC meeting this week will see the Fed outline its plans for tapering bond buys. Historically, markets have thrown hissy fits when someone takes their toys away, so we won’t be shocked if the reaction to the news is sharply negative.

August retail sales surprised to the upside, but it wasn’t enough to shake the September market malaise. Objectively speaking, barring a geopolitical event the markets will soon be moving higher. Earnings are still growing as is the money supply with low interest rates.

The latest industry to feel the clampdown in China is gambling, specifically in Macau. $18.4 billion in value evaporated overnight, and there’s still room to run on the downside. Given what’s happened over the past year, why invest in China?

Even though inflation came in a tick under expectations, markets rolled over like a dead whale. At its heart, investing is based on emotion, and right now it seems like people are in the mood to sulk. Historically September is rough!

Total Return Fund
The Total Return Fund is a balanced mixture of all funds in the Herndon Family, providing investors with a one-stop opportunity to benefit from the various underlying fund strategies.
Private Equity Fund
Our Private Equity Fund locates and acquires businesses that currently generate strong cash flow as well as those companies on the cusp of the transition from their growth phase to seeing returns on previous capital investment.
Technology Fund
The Herndon Technology Fund is designed to locate the next great tech business. We seek to invest in companies who bring a new and exciting take on established sectors, or those who invent new sectors entirely.
Biotechnology Fund
We believe that biotechnology is going to be the boom sector during the middle portion of the 21st Century. Our Biotechnology Fund is designed to locate and develop companies with the most-promising therapies in this wide-open field.
Real Property Fund
The historical durability of real property as an investment is at the core of this fund, which buys or builds quality properties in regions experiencing strong economic growth.
Blended Fund
A well hedged investment opportunity that blends a reliable asset-backed lending portfolio with investments in developing technology companies.