INVESTMENT THESIS

The fading social stigma of cannabis is a long overdue societal trend and the best consumer & wellness structural investment theme the team has ever encountered.

ABOUT SOJE FUND

SOJE Fund LP (SOJE) is a Durham, NC-based concentrated long-biased equity fund that invests exclusively in the cannabis sector

SOJE holds a concentrated portfolio of public and private “long-term compounders” within the cannabis  sector, complemented by a sleeve of opportunistic long and short investments. SOJE’s founder and portfolio manager, John Pinto, brings operating, investment, and banking experience in the consumer sector and in micro and small cap companies. The Fund is managed by John’s investment firm, SOJE Capital LLC, which also manages Hinsdale LLC, an endowment-style investment partnership founded in 1993 to invest Pinto family capital.  The manager’s alignment with SOJE limited partners is paramount – John accounts for ~17% of partnership assets and the Pinto family for ~65%.