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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 Richard Snow and Joseph Artuso have an average of 29 years of value investing experience and are supported by a five-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 | Snow
Morningstar Long/Short Equity
Russell 3000 Value Index
Active Equity
Mutual Fund

Request More Information

info@easterlyam.com

Portfolio Managers

Richard Snow headshot

Richard Snow

Joseph Artuso headshot

Joseph Artuso, CFA

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