Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver positive absolute returns through a global equity long-short strategy, with currency exposure hedged back to US dollars. It allocates the portfolio across long and short positions in global equities focused primarily on European markets, while systematically hedging non-USD currency exposure. The strategy employs Egerton Capital's fundamental long-short research focused on identifying both long and short equity opportunities globally with disciplined risk management. Through hedged global long-short equity investment emphasizing absolute returns, the fund provides alternative equity exposure in USD terms, appropriate for diversified investors seeking equity-like returns with reduced market beta. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +7.49% | +7.52% |
| 3-Year Return | +60.70% | +17.11% |
| 5-Year Return | +56.16% | +9.32% |
| 10-Year Return | +151.69% | +9.66% |
| All Time Return | +257.85% | +8.38% |
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