CXC Investments Engages Silver Fern Financial as Outsourced CFO
News related to:CXC Investments, LLC · 2 min read
HOLLYWOOD, Fla., Oct. 21, 2026 /CourierPR/ -- CXC Investments, LLC, an investment management firm based in Miami, has strengthened its financial and operational infrastructure by engaging Silver Fern Financial LLC as its outsourced Chief Financial Officer (CFO) partner. This strategic move marks a significant step in the growth of CXC Horizon Fund, LP, managed by CXC Investments. The fund launched in July 2025 and employs a fundamental, valuation-driven long/short equity strategy, seeking long-term capital appreciation by identifying undervalued companies with high barriers to entry and durable competitive advantages. The fund maintains flexibility across sectors and market capitalizations while emphasizing disciplined risk management.
Silver Fern Financial, a boutique financial and operational services firm, will provide senior financial leadership and specialized alternative investment management expertise. Founded by William Bruce, CA, CFA, the firm brings nearly three decades of industry experience, including senior CFO and CCO leadership positions at investment management firms. Bruce’s experience encompasses building institutional operating infrastructure, financial reporting, fund administration oversight, regulatory compliance, and operational due diligence.
CXC Horizon Fund, with its fundamental, valuation-driven long/short equity strategy, seeks to identify undervalued companies with high barriers to entry and durable competitive advantages. The fund maintains flexibility across sectors and market capitalizations while emphasizing disciplined risk management. The engagement with Silver Fern Financial underscores CXC Investments' commitment to enhancing its financial and operational capabilities to support the Fund's ongoing operations and long-term development.
Founded by Benjamin Cohen, CXC Investments, LLC is a Miami-area investment management firm that manages CXC Horizon Fund, LP, a long/short equity fund focused on fundamental research, valuation discipline, and high-conviction investment opportunities across sectors and market capitalizations. The fund launched in July 2025 and is designed to provide long-term capital appreciation through a disciplined investment approach.
Silver Fern Financial LLC is a boutique financial and operational services firm providing outsourced CFO, COO, CCO, Cayman Directorships, and related operational support to hedge funds, private equity firms, and alternative investment managers. Founded by William Bruce, CA, CFA, the firm brings senior-level financial and operational expertise to investment management businesses through an integrated, hands-on partnership model.
This strategic partnership between CXC Investments and Silver Fern Financial is expected to bolster CXC Horizon Fund's financial and operational infrastructure, ensuring the Fund can navigate the complexities of the investment landscape with greater ease and efficiency.