Multi-Cap Alternative Strategy : Overview

The multi-cap alternative strategy is a long/short strategy with the flexibility to invest in companies of all sizes. This strategy is designed to provide a margin of safety that may limit (but not eliminate) downside risk, and may optimize the potential for growth. Built to capitalize on opportunity as it arises, this strategy may invest in put and call options and futures transactions, and has the flexibility to borrow money and sell short. Our long/short exposure varies over time based on our assessment of market conditions.

Strategy Statistics

As of March 31, 2017
Total net assets (in millions) $689.7
Market cap mandate: This strategy invests in companies of all sizes and is able to borrow money and short sell
Status: Open to new investors
Minimum new account size: $25 Million
This strategy is also available as a mutual fund.