The fund aims to deliver compelling annualized returns with low volatility achieved through a disciplined risk management and a fundamental L/S equity approach focused on US Mid & Small caps. Strong performance on the short side has been a consistent differentiator relative to peers.
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.8 | 0.5 | 0.8 | 0.3 | 0.5 | 0.5 | 0.5 | 0.5 | 0.3 | 0.7 | 0.2 | 0.2 | |
| 2023 | 0.2 | 0.2 | 0.6 | 0.7 | 0.4 | 0.7 | 0.9 | 0.5 | 0.1 | 0.3 | 0.0 | 0.4 | 0.7 |
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