Long Only Funds

The Funds seek to achieve excellent long-term risk-adjusted returns in excess of market averages by investing in under-followed and special situation equities. The Investment Team intends to employ a value-oriented, event driven long-only approach program in which they seek to identify mispriced situations with re-rating potential. The Funds will primarily invest in publicly traded equity securities of companies with market capitalizations ranging from $500 million to $10+ billion predominately located in North America.