BTR Wealth Preservation Fund Strategy
This fund is a single strategy, long/short equity fund that seeks out companies undervalued in the context of the manager’s macro economic outlook, with assets or business models positioned to benefit from emerging or anticipated market trends. Top down macro views will determine sector selection.
Hedging will typically be achieved through shorting ETFs or individual stocks.
Expected net exposure will be approximately 30% to 80%.
The fund invests in small, mid, and large capitalization companies, and trading liquidity of positions will be closely monitored to ensure the overall portfolio remains reasonably liquid.
Hedging will typically be achieved through shorting ETFs or individual stocks.
Expected net exposure will be approximately 30% to 80%.
The fund invests in small, mid, and large capitalization companies, and trading liquidity of positions will be closely monitored to ensure the overall portfolio remains reasonably liquid.