PHL Vision Hedge Fund & Trust Investor Portal

PHL Vision Hedge Fund & Trust

A New Investment Strategy

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PHL Vision Hedge Fund & Trust 506(c) Offering Platform

INTRODUCTION TO OUR COMPANY

PHL VISION HEDGE FUND & TRUST, a Delaware Statutory Trust (“we”, “our”, us”, or the “Trust”), was formed to invest and trade in securities and/or other asset classes (the “Investment(s)”). Our overall objective is to realize cash flow and/or capital appreciation in connection with our Investments. To achieve our Investment objective, we seek to continuously grow the Trust’s dividend income through actively trading a portfolio of securities with the aim of progressively reducing cost basis and thereby improving the Trust’s carrying dividend yield.

We expect to acquire equity positions in small and medium-sized enterprises (SMEs) (targeting a composition of approximately 60% of our Investment portfolio) in different industries that we believe have a high potential of recurring revenues and capital appreciation through disruptive products and/or services. We also intend to invest in other asset classes such as commodities, futures contracts, derivatives, Forex trading, etc. (targeting a composition of approximately 40% of our Investment portfolio), although there is no a legal obligation that we maintain such a balance in our Investment portfolio.

In pursuit of these objectives, the Trust may also invest in other industries and economic sectors through the buying and selling of common and/or preferred stocks, investment company shares, and U.S. government, corporate, and municipal debt instruments. The Trust may purchase both debt and equity securities, with a focus on issues trading below their net asset values, a discount to book value, or a discount relative to their market peers. Where feasible, the Trust intends to sell or sell short issues perceived to be trading at premiums to their net asset values or premiums relative to their market peers. We may also utilize leverage to achieve our objectives.

There can be no assurance these objectives will be achieved. (See “Risk Factors”).

PHL Vision Hedge Fund & Trust 506(c) Offering Platform

Company Management Team

The Company is currently managed by seasoned business and sector professionals dedicated to the success of the Company and efficient execution of its planned operations

Oderli Feriani

Philadelphia Investment Credit Union & Capital Trust

Trustee

The Trustee of the Trust is Philadelphia Investment Credit Union & Capital Trust, a Delaware statutory trust wholly owned by Oderli Feriani. The Trustee will manage the day-to-day affairs of the Trust. The Trustee, located in Philadelphia, Pennsylvania, will perform all general administrative tasks for the Trust, including the keeping of the financial records, and preparation of informational returns and reports to Shareholders. The Trustee will receive a fee for its services. See “Compensation”. However, without notice to the Shareholders, our Trustee may retain other or additional service providers to perform the administrative services that would otherwise be performed by our Trustee. The Trustee was formed to provide administrative and other services in connection with the Trust.

Oderli Feriani

Principal of our Trustee

Mr. Feriani is a seasoned businessman with more than 20 years of experience. He has introduced business and finance structuring advisory outside of investment banks systems in Brazil. His skill set was built through working at a number of multinational companies. Mr. Feriani received a degree in Mathematics at the University of Campinas (UNICAMP) in Brazil as well as his Masters of Business Administration (MBA) in Business Management Consulting. His focus has mostly been in the field of economics and business development through banking and capital markets.

PHL Vision Hedge Fund & Trust 506(c) Offering Platform

Terms of the offering

$30,000,000

Minimum Offering: $1,000,000

Minimum Subscription: $100,000 (10,000 Shares)

We are offering for sale – to accredited investors only – up to 3,000,000 Shares of Beneficial Interest (the “Shares”) at an initial Subscription Price of $10.00 per Share, aggregating $30,000,000. Thereafter, the Share Subscription Price will equal the Net Asset Value (NAV) of the Share which may be higher or lower than the initial Subscription Price.

The minimum investment by an investor is $100,000 (10,000 Shares), although the Trust reserves the right to accept lesser amounts from qualified persons.

Contact Us

Please complete the contact form and we will get back to you about any questions you have about our offering.

PHL Vision Hedge Fund & Trust

1515 Market Street, Suite 1200

Philadelphia, PA 19103

(215) 399-0090

investors@phlvision.com

PHL Vision Hedge Fund & Trust 506(c) Offering Platform

So Much More than what you See

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The PHL Vision Hedge Fund & Trust 506(c) Investor Portal provides the opportunity for you to become approved as a “prospect", and learn more about our investment opportunity. You will have:

  • Access to the Private Placement Memorandum, which outlines our company and gives greater detail about our offering. Download a PDF to review on your time, read the ebook presentation online or request a hard copy of the documents;
  • Access to our SEC filing. Download a copy for your records or visit the sec.gov website;
  • View real time offering metrics of where we are in the offering process;
  • View the timeline of where you are in the investment process;
  • View company contact information and send emails directly to the administrator;
  • Easily upgrade to "investor" through the click of a button.

We will upgrade your account to “Investor” level access, which provides all of the prospect level access and:

  • The ability to download subscription documents for completion;
  • Document upload of subscription and accredidation documents;
  • Specific process information for investing and instructions on transfer of investment funds;
  • Access to quarterly and annual reports;
  • Access to Financial documents;
  • Access to Supporting Documents;
  • Access to Asset Portfolio;
  • Access to News articles written by the company for the investors;
  • Access to documents that you have uploaded and have been uploaded to your account.
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Ready to learn more about our investment opportunity?

Request Access now!