Strategy – We employ a global macro approach incorporating bottom-up and top-down analysis across equity, fixed income and currencies. Markets, economic activity and credit cycles factor into our long/short allocation decisions. Our security analysis and portfolio construction are best reflected in concentrated portfolios. We incorporate a disciplined repeatable process honed by years of investment experience. Our rigorous sell discipline allows for flexibility and downside protection.
Fund Highlights – A unique collaboration of both fixed income and equity portfolio managers. We incorporate our best ideas into a concentrated portfolio. Our global macro outlook and tactical approach drives our high conviction positioning. The nature of this strategy allows for a concentrated portfolio consisting of 15-35 positions and emphasizes low asset class correlation. Our positions across asset classes are formed by our top down views but discovered through bottom up research to identify idiosyncratic opportunities.