To provide long-term capital growth with a short-term focus on capital preservation from both investment opportunity on both the long and short sides of the portfolio.
Active asset allocation among long, short and cash positions in an effort to mitigate market risk while employing fundamental and technical analysis in an effort to mitigate stock selection risk.
Investing involves risk, including loss of principal. The Fund uses aggressive investment strategies (including short positions and options) that have the potential for yielding high returns; however, these strategies may also result in losses. Stocks sold short have unlimited risk. Investment return and principal value will fluctuate so that an investors shares, when redeemed, may be worth more or less than their original cost. Options are not suitable for all investors.
The Fund is distributed by Ultimus Fund Distributors, LLC.
AS OF DECEMBER 31, 2023
|August 24, 1992
|Total Net Assets
|Number of Long Holdings
|Number of Short Holdings