Investment Highlights

Investment Category

Hedge Fund

Investment Strategy

Multi-Strategy, Credit Strategies

Investment Structure

Fund

Objective

Our Performance Goal
Uncorrelated Returns, Diversification across multiple managers, Profit in rising, falling and flat markets

Investment Opportunity

What We Believe
Active trading in niche, uncorrelated strategies with demonstrated outperformance across multiple market conditions will continue to outperform.

Return Driver - Alpha

Our Edge
Research, Finding Mispricings, Repeatable Process, Active Trading Strategies, Uncorrelated Strategies
Implementation of Strategy
Tactical Approach

Market Sector Exposure

Municipal Bonds, Corporate Bonds

Risk Management

Diversification, Active management, Due Diligence Process
Investment Structure

Legal Structure

Limited Partnership

Domicile

United States

Fund Minimum Investment

$250K

Incentive Fee (%)

20%
Service Providers

Administrator

Opus Fund Services

Auditor

Richey May & Co

Legal

Ulmer & Berne LLP

Prime Broker

TD Prime Services LLC

Custodian/Bank

TD Prime Services LLC