We use a separetly managed account structure through Charles Schwab or Interactive Brokers which means the account is in your name. We only retan trading authority. The brokers calculate the performance fees, high water mark and send out monthly statements. 

This provides you with transparency and liquidity, however, we suggest clients have a 2-3 year outlook on investing. 

Clients must be qualified and meet our firm investment minimums of $1,000,000 or $500,000 in special situations. Client assets are held at Charles Schwab & Co. or Interactive Brokers. 

We are concentrated in building portfolios of 8-12 holdings. We look for companies and situations where there is some type of catalyst that will unlock value within a 3-24 month period. 

The long/short approach is largely centered around US equities, however, we maintain an opportunistic approach that allows us to invest long/short across asset classes globally to generate portfolio returns.

A portion of portfolio capital is allocated toward active-management so that we can capture both tactical and event-driven trading opportunities to generate portfolio returns while the core positions mature.