Fact Sheet PDF

Strategic Investment Partners' Absolute Return Hedge Portfolio is designed for investors who seek long-term capital appreciation along with risk control and diversification. If you are this kind of investor, our Absolute Return Hedge Portfolio may be right for you.  We combine our distinctive sector approach with a global macro strategy to provide a consistent, positive return each year.  

The Absolute Return Hedge Portfolio employs a long-short equity market neutral strategy with the objective of providing a positive return while controlling downside risk. The portfolio will invest in actively traded public stocks of a wide variety of companies, with an emphasis on larger firms. The portfolio may also invest in contracts based on common stocks or other securities as a hedging technique to balance exposures taken by the common stocks.  The portfolio may also utilize positions that take advantage of interest rate and U.S. dollar movements.   The portfolio is extremely flexible,  with no mandates on holding any equity, contract, or bond securities.   

The Absolute Return Hedge Portfolio Seeks to Offer:

• Unique portfolio diversification

• Long-term capital appreciation

• Low chance of portfolio loss