The Dragonfly Fund

A dynamic market-cycle equity strategy built on disciplined research, adaptive positioning, and experienced investment judgment.

The Dragonfly Fund applies a proprietary market-cycle framework to evaluate changing equity market leadership across styles, sectors, capitalizations, and regions. The strategy is designed for sophisticated investors seeking a disciplined, adaptive approach to equity allocation.

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01 · What We Do

A Disciplined Approach to Dynamic Equity Allocation

Markets do not reward the same investment style in every environment. Leadership rotates across growth and value, large and small capitalization companies, sectors, regions, and risk regimes. The Dragonfly Fund was created to address that reality through a disciplined, research-informed approach to dynamic equity allocation.

The Fund seeks to identify where market conditions are most supportive and allocate accordingly, while maintaining the flexibility to become more defensive when conditions warrant. The approach combines top-down market-cycle analysis with bottom-up security evaluation, supported by quantitative research and experienced investment oversight.

  • 01

    Market-Cycle Awareness

    We evaluate the interaction among economic conditions, market behavior, investor sentiment, and equity leadership to understand where opportunity may be developing.

  • 02

    Adaptive Equity Allocation

    The Fund is designed to rotate across equity styles, sectors, capitalizations, and regions as market conditions evolve.

  • 03

    Disciplined Implementation

    Portfolio decisions are guided by a repeatable research process, quantitative inputs, and fundamental investment judgment.

02 · About Our Firm

Grounded in Research. Guided by Experience.

Dragonfly Asset Management is affiliated with Elyxium Wealth, an investment and wealth management organization serving sophisticated families and institutions. The firm's investment culture is grounded in research, risk management, fiduciary judgment, and practical experience across multiple market cycles.

The Dragonfly Fund is led by Jeff Mortimer, CFA®, Chief Investment Officer of Elyxium Wealth and Dragonfly Fund, and Mark Bogar, CFA®, CAIA®, Deputy Chief Investment Officer of Elyxium Wealth and Dragonfly Fund.

Together, they bring decades of experience across global markets, asset allocation, portfolio management, and institutional investment strategy.

Jeff Mortimer, CFA®

Chief Investment Officer

Jeff Mortimer, CFA®

Jeff is responsible for investment policy, economic outlook, asset allocation positioning, and the market-cycle framework that informs The Dragonfly Fund. His prior experience includes senior investment leadership roles at BNY Mellon and Charles Schwab Investment Management.

Mark Bogar, CFA®, CAIA®

Deputy Chief Investment Officer

Mark Bogar, CFA®, CAIA®

Mark brings more than two decades of institutional investment management, including prior CIO and portfolio management roles across global and international equity strategies. Mark is responsible for the fundamental equity analysis of Dragonfly.

The broader Elyxium and Dragonfly team supports investment research, operations, risk management, client service, and fund administration.

03 · Information Request

To learn more or to request access, please contact Elyxium.

elyxgroup.com inquiries@elyxgroup.com

All inquiries are handled with strict confidentiality.

Please complete the form below. All inquiries are reviewed by our team and responded to directly.

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Eligibility representations are self-certified and subject to verification. Submission of this form does not constitute an offer or commitment.