INVESTMENT GUIDELINES

INVESTABLE UNIVERSE

Long Short US Equities and Global Equities

POSITION SIZE

Max 4%

MARKET CAP EXPOSURE

Small (includes  Micro cap), Medium and Large Cap

EQUITY EXPOSURE

Long Generally 75-95%

Short Generally 5-40%

NUMBER OF POSITIONS

Long Generally  40-50 positions

Short Generally 10-40 positions

OPPORTUNISTIC & ACTIVE RISK MANAGEMENT

Take Advantage of dislocations/special situations.


Options: Generally 1-4% of net exposure


Short Selling : Individual stocks

Strategy

Investment Strategy

  

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). 

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