Long/Short Opportunity

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

This strategy is available as a mutual fund through Easterly Funds.

Objective

Seeks capital appreciation and protection of investment principal

Overview

A conviction-weighted long portfolio and an opportunistic, research-driven process for our short positioning with the goal of smoothing volatility of investment returns for our shareholders. The strategy is managed by Portfolio Managers Jessica Bemer, CFA and Anne Wickland, CFA.

Approach

Deep Research

Thorough reviews are conducted on each company to ensure they are in line with our investment thesis and upside target potential return

Risk Management

We invest in companies with low financial risk and pay attention to diversification by being conscious of sector and industry exposures

Why Easterly Long/Short Opportunity?

Award Winning: Winner for the 2021 Hedgeweek Best Liquid Alternative Award
People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: A contrarian view on investing, incorporating modern behavioral finance research

For more information on this strategy, pleasecontact us.

The Hedgeweek America Awards utilize pre-selected shortlists, which are based on data provided by Bloomberg, analysing annualised performance by Americas-based hedge funds in their respective categories over a 12-month period from June 1, 2020 to May 31, 2021. The pre-selection data for the fund manager shortlists was provided by Bloomberg. Candidates in all categories were determined as follows: The Liquid Alternative manager award categories include North American and South American-based single-manager funds employing a hedge-fund-like strategy outside of the traditional hedge fund structure with a track record of more than 3 years and over $50 million in AUM.