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Investment Overview

Strategy Description

To generate sustainable capital growth through a diversified mix of non-U.S. equities, as well as alternative asset class exposures, such as real estate and commodities.

Principals

Joseph Lu, CFA - Managing Director, Conscious Capital Advisors

Videos

Joseph Lu's Five Insights For Allocators & Managers

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Investment Highlights

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Investment Category

Hedge Fund

Investment Strategy

Long/Short Equity, Global Macro

Investment Structure

Managed Account

Objective

Our Performance Goal

Absolute Returns, Low Correlation to Broad Market, Generate absolute returns with non-correlation to other asset classes

Investment Opportunity

What We Believe

We aim to create alpha through proprietary security selection, allocation, and trading processes.

Return Driver - Alpha

Our Edge

Research, Experience, Differentiated Thinking, Adaptive Risk Models, Analytics, Repeatable Process, Uncorrelated Strategies, Proprietary AI, Low expense and fees, Purpose-driven, Concentrated

Implementation of Strategy

Tactical Approach

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Market Sector Exposure

Equities, Currencies, Bonds, Commodities, VIX

Instruments Traded

ETFs

Geographical Exposure

Global

Average Timeframe

Long Term, Cyclical

Risk Management

Diversification, Position Limits, Dynamic Position Sizing, Active management, Liquid Securities, Hedging, Drawdown Controls

Investment Structure

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Legal Structure

Managed Accounts

Domicile

United States

Management Fee (%)

0.99%

Service Providers

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Custodian/Bank

Charles Schwab Investment Management

ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.