Altairis Long/Short

Altairis
Bill Peckford, CFA
Portfolio Manager

Peter Karos
Trader
Michael Shunock
Analyst



Range
Altairis Long/Short is a tax advantaged long/short equity hedge fund with a return that is indirectly based on investments into small to mid cap North American equities. The fund generates its tax advantaged returns via a swap structure. The Altairis strategy seeks to produce positive absolute returns with low volatility and low correlation to equity markets throught superior stock selection, both long and short.


Strategy
The investment strategy minimizes industry and factor exposure with the objective of producing consistent absolute returns with low volatility and with low correlation to the equity market.


Objectives
The fund achieves these objectives through superior stock selection, both long and short, while using the relative mix of longs and shorts to hedge overall exposure to stock market volatility.


Leverage
The impact of leverage on the fund will approximate a targeted leverage ratio of 1.5:1.


Unique Offering
Altairis has produced an attractive long term return profile exhibiting low volatility and consistent returns through multiple market environments and multiple market cycles.


For summary sheets and performance data, please visit our investor pages.