"Our goal is to deliver to our clients positive, absolute, non-correlated returns through investment disciplines built on principles of behavioral finance."

    
Patton Edge Main Page   

Indiana (317) 630-0141
Texas (214) 265-8848
mark@pattonfunds.com


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

Recent Section Updates

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Terms   |   Disclaimer   |    Privacy Policy   |   © 2008 Patton Fund Management, Inc. All Rights Reserved.
Patton Fund Management, Inc. manages the Patton Edge Strategy. This is a U.S. stock hedging strategy, often referred to as a long short strategy or long short equity strategy, similar to those utilized in hedge funds. The Patton Edge Strategy utilizes principles of behavioral finance and is implemented via a purely quantitative investing process. The goal is to produce a positive absolute return similar to the goal of most hedge funds. Comparable investment strategies include long short equity, 130 30 strategies, market neutral strategies, and equity market neutral.

The Patton Edge Strategy is not a hedge fund. Unlike a hedge fund, it is designed for separately managed accounts. The Patton Edge Strategy is designed to offer many of the benefits of a hedge fund without many of the drawbacks. The hedge fund industry and some hedge fund managers have faced a great deal of scrutiny for many reasons including the lack of transparency, fee structures, and more. These are not issues for the Patton Edge Strategy.