The Preserver Alternative Opportunities Fund seeks attractive risk-adjusted returns by investing across asset classes and strategies with the transparency and daily liquidity of a mutual fund. The Fund’s investment objective is current income and capital appreciation with low volatility compared to equity and fixed income markets. The principal investment strategies are event driven, long-only global equities and fixed income, structured credit and tactical trading. The fund employs a differentiated investment approach targeting long-biased and low volatility portfolios with a focus on income generation. The fund also employs environmental, social, and governance (ESG) considerations.
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.
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.
Involves the purchase of residential and commercial mortgage-backed securities as well as certain other asset-backed securities that the Adviser believes are undervalued.
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 firstname.lastname@example.org or 901-755-4737.
Socially Responsible Investing/ESG
In conducting its evaluation of potential portfolio investments, the Fund employs two layers of environmental, social, and governance (“ESG”) considerations in addition to financial and qualitative criteria noted above. First, negative screening is utilized to exclude companies that receive material (>33%) revenue from alcohol, tobacco, firearms and defense products and services. Second, positive screening is used to identify companies that we believe engages in, relative to their industry peers, superior: 1) Sustainable environmental practices, responsible resource management, and energy efficiency; 2) Socially responsible policies related to employee welfare, diversity and inclusion; and 3) Governance practices that align the interests of shareholders and management and emphasize a commitment to ESG disclosure.