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Long/Short Opportunity

Our Long/Short Opportunity Strategy is an all-capitalization, contrarian value, liquid alternatives fund that uses a variety of hedging strategies to lower the overall volatility of the Fund’s investment portfolio.

Objective

Seeks capital appreciation and protection of investment principal.

Why This Strategy?

People

Co-Portfolio Managers Jessica Bemer and Anne Wickland average of over 23 years of value investing experience and are supported by a seven-person investment team.

Portfolio

A conviction-weighted long portfolio and an opportunistic, research-driven process for a short positioning with the goal of smoothing volatility of investment returns for shareholders.

Philosophy

Investment philosophy that is consistent with modern behavioral finance research and aims to take advantage of investor overreactions to negative surprises.

Process

Contrarian fundamental investment process focused on identifying out-of-favor stocks with positive free cash flow and a strong balance sheet.

Award Winning

The Long/Short Opportunity Fund won Hedgeweek’s 2021 Best Liquid Alternative Award.

Strategy Facts

April 28, 2006
Easterly Investment Partners (EIP)
Morningstar Long/Short Equity
Russell 1000 Value Index
Equity
Mutual Fund

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Portfolio Managers

Jessica Bemer

Jessica Bemer, CFA

Anne Wickland

Anne Wickland, CFA

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Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.

Get in Touch

For questions or inquiries, please feel free to contact us by completing the form below.