FUND INTRODUCTION PROFILE- INVESTOR INFORMATION
The goal of the actively managed portfolio is to seek and deliver alpha returns trading (long-bias) earnings/ growth related U.S listed Small- Mid caps that materialize every quarter of every year. The manager is very familiar with this equity ‘niche’ over a 10 year period in a rising or falling market, while targeting certain sectors at different times as part of the strategy. Equity and Sector selection may have long term characteristics or possess more aggressive event driven characteristics that are only short term opportunities. This equities discovery methodology has been proven via a premium newsletter-website (2006-2014), which has successfully and consistently provided new long equity-sector ideas: including the precipitous market decline in 2007-2008.
Seed Capital Investment-Initial seed capital investment and proposal from individual-firm (ie.revenue cut) to launch fund.
Managed Account Structure