Investment Overview

Strategy Description

The Lake Geneva Fund is a long-biased alternative investment fund focused on identifying strategic companies and disruptive innovators, primarily in the small and mid-cap growth space, that are also deemed strategic to larger industry players. Lake Geneva's principals utilize their venture capital and corporate strategy experience to capitalize on the consolidation cycle in a slower growth economy by employing long term investment theses. The investment team employs a private equity approach to public markets using duration of time as an advantage over investors with shorter-term horizons. The Fund is exposed to public equities and convertible bonds on an individual issuer basis, and employs ETF shorting and option hedges.
Investment Highlights

Investment Category

Hedge Fund

Investment Strategy

Small Cap Equity

Investment Structure

Fund

Return Driver - Alpha

Our Edge
Experience, Education, Differentiated Thinking
Implementation of Strategy
Tactical Approach

Instruments Traded

ETFs, Public Equity, Options, Convertible Bonds

Capitalization Weight

Small Cap
Investment Structure

Legal Structure

Limited Parnership

Domicile

United States

Fund Minimum Investment

Service Providers