Skip to content This fund aims to deliver long-term capital growth with low correlation to traditional equity markets by employing a long-short strategy in US equities. It allocates the portfolio across long positions in stocks the manager expects to appreciate and short positions in stocks expected to decline, providing exposure to manager skill rather than directional market beta. The strategy employs fundamental bottom-up research and rigorous risk management to identify mispriced US equity opportunities on both the long and short side, with active position sizing and net exposure management. Through an absolute return approach emphasizing risk-adjusted returns through stock selection, the fund provides alternative US equity exposure with low market correlation, appropriate for diversified investors seeking equity-like returns with reduced market beta. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +6.50% | +6.50% |
| 3-Year Return | +31.19% | +9.46% |
| 5-Year Return | +29.15% | +5.25% |
| 10-Year Return | +85.87% | +6.39% |
| All Time Return | +125.41% | +5.77% |
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