Funds & Investment Philosophy

Our strategy is long/short equity with a focus on U.S. financial services companies for all hedge funds, with key variations as listed below. Please be aware these funds do not employ a different strategy for us; they simply follow a segment of our orginal strategy. Click on the fund name below for more specific information including performance data, or download our investor presentation.

Our Legacy Funds all employ a similar strategy, investing in U.S. financial services companies of all market caps.

Our Market Neutral Funds employ a similar strategy as our Legacy Funds, except that the funds maintain net exposure of 15% net long to 15% net short on a beta adjusted basis.

Our MLC Funds employ a similar strategy as our Legacy Funds, except that generally there are no investments in micro cap stocks (less than $100 million) and a smaller allocation invested in small cap stocks (market caps of $100 to $500 million).

Past performance is not a reliable indicator or future performance.