The investment seeks to generate above-average returns through capital appreciation, while also attempting to reduce volatility and preserve capital during market downturns.
The fund invests in a in a diversified portfolio of long positions in the common stock of U.S. companies that the Adviser believes are high quality and priced well below their intrinsic value; and short positions in the common stock of U.S. companies that the Adviser believes are low quality and priced well above their intrinsic value. It will invest at least 80% of its net assets, plus the amount of any borrowing for investment purposes, in long and short positions in equity securities.
Ultimus Fund Solutions LLC
Global Branding Name
12 month yield
Manager 1 Name
Robert Greenhill, Jr.
Manager 2 Name
Open Ended Investment Company
UCITS 3 compliant
Return - 1 Month
Return - 2 Months
Return - 3 Months
Return - 6 Months
Return - 9 months
Return - 12 Months
Annualized return 24 months
Annualized return 36 months
Annualized return 48 months
Annualized return 60 months
Return 120 months
Annualized return since Inception
Maximum Managment Charge
Fund Admin Group
U.S. Bank N.A
Last Price Date
Price change (percentage)
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© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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