Business Description
The Advisor relies heavily on key employees, particularly Mr. James A. Hillary, and their absence could impact the Advisor and its clients. The Advisor also faces potential conflicts of interest between itself, its affiliates, and its advisory clients, including time commitment, management of other clients, and fees charged. To mitigate these conflicts, the Advisor has policies and procedures designed to emphasize fiduciary duties and monitor the allocation of time, opportunities, and resources.
The Advisor utilizes brokerage commissions to obtain products and services such as economic/market/industry data, trading, market, and research software. The Advisor believes that the quality and efficiency of its information management process is a competitive advantage. The Advisor uses a disciplined approach to identify useful information, assess investment ideas, and make productive investment decisions. Quantitative tools are employed to screen for investment ideas, construct portfolios, and manage risk. The Advisor also has policies and procedures to evaluate the value of broker research and brokerage services and the reasonableness of commissions charged.
Investment Strategy
The Advisor aims for long-term compounded annual returns using a traditional hedge fund approach. This involves investing in both long and short positions, primarily in publicly-traded common stocks. The advisor also has the ability to depart from its stated strategies from time to time.
The Advisor emphasizes efficient information management, focusing on identifying relevant information, assessing investment ideas for long or short positions, and making investment decisions that align with the Partnership's criteria. Quantitative tools are used for screening investment ideas and for portfolio construction and risk management, but bottom-up fundamental research is the primary driver of investment decisions.
Owners
- HILLARY, JAMES, AQUINAS - CEO
- FALICIA, ANITA, EILEEN - CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)