BTR Strategic Growth Fund Strategy
This fund is primarily a single strategy, long/short equity fund with the capability to invest in merger arbitrage and special situations on an opportunistic basis. This fund takes the Global Macro Economic view of the manager and aims to structure investments around this view, looking at the fundamentals of various companies and their underlying securities.
Hedging is achieved through the use of shorting individual stocks, indices or industry ETFs. Stock selection tends to be small and mid capitalization. Historically net exposures have been from approximately 40% to 120%.
Sectors can include:
Top down macro views will determine sector selection, whereas bottom up fundamentals will determine security selection with heavy concentration on core positions in tandem with a developing catalyst.
Hedging is achieved through the use of shorting individual stocks, indices or industry ETFs. Stock selection tends to be small and mid capitalization. Historically net exposures have been from approximately 40% to 120%.
Sectors can include:
- Oil & Gas
- Base & Precious Metals & Mining
- Financial Services
- Telecommunications & Media
- Industrial Products
- Transportation
Top down macro views will determine sector selection, whereas bottom up fundamentals will determine security selection with heavy concentration on core positions in tandem with a developing catalyst.