Investment Objective
Hedged equity strategy seeking long term capital appreciation, downside protection, and lower volatility by primarily investing in long and short positions in equity securities of U.S. companies.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.1 | 0.6 | 0.0 | 0.6 | 0.3 | 0.9 | 0.8 | 0.8 | 0.7 | 0.4 | 0.7 | 0.4 | 0.1 | |
2023 | 0.8 | 0.1 | 0.1 | 0.1 | 0.3 | 0.4 | 0.3 | 0.9 | 0.4 | 0.7 | 1.0 | 0.5 | 0.1 |