Alternative Investment Strategies
Alternative investment strategies are investment strategies that are not intended to correlate with the performance of the general equity and fixed income markets. The alternative investment strategies that the Adviser principally employs to manage the Fund’s portfolio are described below.
Event Driven
Seeks to capitalize on the effect of events on the value of equity and/or fixed income securities by purchasing those securities whose value is expected to increase due to an anticipated event. Securities subject to this strategy may include equity and fixed income securities of distressed companies and companies subject to potential mergers as well as companies initiating spin-offs, restructurings and recapitalizations.
Structured Credit
Involves the purchase of residential and commercial mortgage-backed securities as well as certain other asset-backed securities that the Adviser believes are undervalued.
Tactical Trading
The tactical trading strategy attempts to capitalize on increases and declines in the value of equity and/or fixed income securities in response to economic and political changes such as changes in interest rates, exchange rates, liquidity and political leadership.
Fundamental Long-Only Strategy
In addition to the alternative investment strategies discussed above, the Adviser may employe a fundamental long-only strategy involving the purchase of Equity and Fixed Income Securities that the Adviser or a Sub-Adviser believes are undervalued based on traditional fundamental analysis. For more information on the Fund’s strategy, please contact the Advisor, PreserverPartners, LLC at info@preserverpartners.com or 901-755-4737.