Investment Strategy
This fund primarily uses a combination of the following strategies:
• Event Driven
• Equity/Long Short
• Merger Arbitrage
• Fixed Income
With respect to its equity long/short strategy, stock selection ranges between small, mid and large capitalization. Hedging is achieved through the use of shorting individual stocks and/or ETFs. Historically net exposures have been from approximately 40% to 120%. Top-down macro themes will determine sector selection and bottom-up fundamental analysis will determine security selection for all strategies. Sectors can include mining, energy, gold, merger arbitrage, fixed income, agricultural and privates. This fund has a heavy concentration on core positions with a focus on those with a developing catalyst.
• Event Driven
• Equity/Long Short
• Merger Arbitrage
• Fixed Income
With respect to its equity long/short strategy, stock selection ranges between small, mid and large capitalization. Hedging is achieved through the use of shorting individual stocks and/or ETFs. Historically net exposures have been from approximately 40% to 120%. Top-down macro themes will determine sector selection and bottom-up fundamental analysis will determine security selection for all strategies. Sectors can include mining, energy, gold, merger arbitrage, fixed income, agricultural and privates. This fund has a heavy concentration on core positions with a focus on those with a developing catalyst.