What We Believe
Our fundamental views are shaped by macroeconomic and geopolitical trends, and our corresponding investment decisions are governed by strong technical analysis. We believe that capital can grow in any market environment as long as risk is managed appropriately. We place a strong emphasis on actively managed strategies that generate passive income.
We passionately believe that investors can grow their capital in any market environment – higher or lower equity prices, higher or lower interest rates, higher or lower commodity prices.
We employ actively managed strategies that seek to generate positive performance in all market environments.
Some long/short active managers are afraid to short the market even when it is readily apparent to do so. We are a long/short fund that will be long, short, and/or both when opportunities present themselves.
Poor risk management is all too often responsible for underperformance.
We will not generate a profit on every trade we enter, but we will know to the penny the maximum amount we are willing to lose before exiting the position. That discipline will always differentiate us – and sustain us.
We strongly believe in the value of passive income to generate both incremental alpha while managing down beta.
The proliferation of the options market, notably the dramatic increase of liquidity in recent years, creates awesome opportunities for our actively managed strategy. We believe our portfolio will outperform because of our focus on passive income.
Finally, we are an investment manager that focuses on and is highly protective of our relationships.
We will diligence our clients as much as they diligence us to ensure that we share mutual goals and perspectives on capital growth and preservation. We will never grow for the sake of growth, and we will always do the right thing for our clients.