Strategy Description
The Patton Edge is a long/short U.S. stock hedging strategy available to investors in separately managed accounts. It is designed to be an alternative to stocks and bonds in a diversified portfolio with expectations of better protection in bear markets and improved long-term returns. $100,000 min.
Strategy Highlights
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Portfolio Construction

All U.S. Traded Stocks

Long and Short Positions

Diversified and Liquid

$1 Invested = $2 of Stock

Investment Disciplines

Proven Implementation

Performance Characteristics   (Performance Notice)

Goal of Above-Market Returns

Portfolio Diversification Impact

Comparable Downside Risk to Bonds

Positive Performance When Stocks are DOWN

Positive Performance When Stocks are UP

Operations and Terms

$100,000 Minimum Investment

No Incentive Fee

2.0% Annual Management Fee* on First $1 Million…

Full Transparency

No Lockup and No Exit Fee

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