Long Short US Equities and Global Equities
Small (includes Micro cap), Medium and Large Cap
Long Generally 75-95%
Short Generally 5-40%
Long Generally 40-50 positions
Short Generally 10-40 positions
Take Advantage of dislocations/special situations.
Options: Generally 1-4% of net exposure
Short Selling : Individual stocks
The investment seeks long-term capital appreciation.
The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities.
The fund invests in stocks considered to have above-average earnings growth potential that is not reflected in their current market prices.
The fund’s portfolio will consist predominantly of small, mid and large capitalisation stocks (75% US Equities and 25% Foreign Equities).