Explore Our Portfolio
Read About Our Latest Fund Performance
Check out Our Fund Thesis and 2023 Outlook
About Our Fund
Long Equity Fund
Our Long Equity Fund is focused on navigating a stock picking environment to find fundamentally sound businesses with strong moats within growing industries. We dovetail our equity strategy in with the house macro view to minimize near term losses while understanding many of our holdings operate under longer time horizons.
Global Macro Fund
Our Global Macro Fund aims to analyze a dynamic economy currently in the midst of multiple secular shifts on the rates and, by nature, yields front. We largely take 3-12 month views on the products outlined to the left, while ensuring discipline surrounding price targets and stop losses.
Derivatives Fund
Our Derivatives Fund takes short term views on market momentum and strength using an investment approach centered around fundamental and technical analysis, as well as an understanding of the pockets of the macroenvironment driving the broader market.