angle-left null Opportunistic Alpha

Opportunistic Alpha

Active Equity Alternative
  • Benchmark Citigroup 3-Month Treasury Bill Index
  • Inception Date July 2008

Strategy Overview

Opportunistic Alpha is a fundamental long/short equity strategy that seeks to outperform the broad equity market with less risk through the investment process developed by the Opportunistic Value team over the past two decades. The strategy seeks to profit from stock prices that deviate significantly from intrinsic value. Fundamental analysis coupled with macro perspectives allows the strategy to dynamically allocate capital. Risk is actively managed with position limits and defined exposure parameters. All positions, long and short, are alpha-seeking.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.