STRATEGY PROFILE

Opportunistic Alpha
Opportunistic Alpha is a fundamental long/short equity strategy that seeks to outperform the broad equity market with less risk through the investment process developed by the Opportunistic Value team over two decades ago. The strategy seeks to profit from stock prices that deviate significantly from intrinsic value. Fundamental analysis coupled with macro perspectives allows the strategy to dynamically allocate capital. Risk is actively managed with position limits and defined exposure parameters. All positions – long and short – are alpha-seeking.
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Citigroup 3-Month Treasury Bill Index
July 2008