Fund Overview
Directional Equity
- Our directional Equity Strategy seeks capital appreciation through investments in a select portfolio across the market spectrum.
- The strategy is intended to be uncorrelated with any major indices, and is intended to maximize the impact of our firm’s stock picking skills.
- Targeted portfolio holdings of 10-15.
Overview
Style: Directional Equity
Inception: October 10, 2011
Benchmark: S&P 500
Holdings: Maximum of 15 holdings
Adjusted YTD Return: |
28.53% (12/31/2012) |
Top 5 Holdings
As of 12/31/2012 |
% of Portfolio |
Apple Computer, Inc. |
15.0% |
Cliffs Natural Resources |
7.8% |
Mastercard Inc. |
7.4% |
Amazon.Com Inc. |
7.2% |
Toll Brothers |
6.3% |
For all inquiries, please feel free to contact Investor Relations at .