Investment Overview
Strategy Description
We identify compelling long and short investment stories where these drivers are all moving towards either end of the quality spectrum, respectively We then analyze an internal checklist of fundamental factors to determine whether each long or short story is also a viable stock investment at a given point in time We generally concentrate our individual stock positions in 30 50 longs and 30 50 shorts to maximize the value of our research and convictions, and likewise do not utilize ETFs or options to hedge To manage risk, we generally maintain consistent net exposure, avoid leverage, and remain disciplined with our price targets and stop loss levels.
