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.

Markets rallied on Fed minutes which indicated a willingness to do whatever was necessary to stem inflation. That’s good news for the long term certainly, but not for the immediate future. So why do stocks rise? It’s part of a pattern that’s emerged this year. Why?

A sharp drop in oil prices set up a strange dynamic yesterday. Fears of recession sent stocks falling at the open, which caused oil traders to fear a drop in demand. But… falling energy prices encouraged investors, who then piled back into equities which sparked a big rebound.

A recession is becoming increasingly likely, and like everything else recently, it might get weird. Consumers and businesses are carrying more cash than the historical average, and the retirement of the boomers has created tight labor markets. It might look strange!

It’s the 4th of July, and I always try to take a few minutes to be grateful. America took in my family and gave them safety and the freedom to prosper, regardless of their respective backgrounds. This acceptance is the moral glue that holds the nation together. George.

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.