Equity Growth

This strategy seeks long-term capital appreciation by investing in a portfolio of publicly traded equity investments identified as potentially exhibiting superior and sustainable growth compared with the market.  There is no restriction on the market capitalization of companies held.  This strategy is highly concentrated and will have more stock specific risk and potentially lower correlation with the benchmark than a fully diversified strategy.  The benchmark is the S&P 500 Total Return Index. 

Subject to account minimums, and additional agreements, the strategy may use a portion of its assets (generally no more than 5%) to purchase put options on businesses that have been identified as potentially exhibiting inferior growth prospects or that may also be adversely affected by either specific events or by momentum considerations, among other factors.  The goal of this is to attempt to minimize equity market volatility, provide efficient portfolio management, and provide potential for additional returns.



Long/Short Equity Growth

This strategy seeks a positive, above average absolute return over a diverse set of market environments by investing in a concentrated portfolio comprised mainly of long and short equity investments and strategic options positions.  There is no market cap restriction on the businesses targeted.  Long positions are equity investments, or derivatives thereof, identified as potentially exhibiting superior and sustainable growth compared with the market.  Short positions are equity investments, or derivatives thereof, identified as potentially exhibiting inferior growth prospects or that may also be adversely affected by either specific events or by momentum considerations, among other factors.  The goal of this is to attempt to minimize equity market volatility, provide efficient portfolio management along with downside protection, and potential for additional returns.  The strategy does not have a long or short bias mandate.  Gross and net exposures are variable depending on the assessment of shifting economic and market conditions, as well as particular long and short investing opportunities.  The strategy may also use leverage at times.   

This strategy is only currently available in private fund format for investors who meet certain income and/or net worth thresholds.  Please contact us for more information on how you may qualify, and if so, all materials that outline the investment opportunity.