Focused Small Cap Value Strategy

Investment objective: amplify the rewards of active management by concentrating investments in turnaround opportunities.

  • Number of holdings: 15-20 stocks
  • Maximum sector weight: 30%
  • Maximum industry weight: 20%

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Value Strategy

Investment objective: provide investors with a return that captures the long term returns of the equity markets, while providing downside protection in bear market scenarios.

  • Number of holdings:

Long: 15-20 stocks
Short: 10-25 stocks

  • Target exposure: 0-70% Net Long

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Private fund for institutions and high net worth investors