The Fund’s objective is to achieve and preserve consistent above average absolute returns in the US equity markets independent of overall market volatility.

• Provide consistent, 10-20% gross annual investment returns.
  
•  Use a focused and disciplined approach to invest in a portfolio of stocks that show significant upside stock price potential and a positive catalyst.
•  Select a portfolio of short stocks that are likely to fall in price due to excessive valuations and a negative catalyst.
•  Apply technical analysis to both confirm the fundamental opinions, and as a risk control measure.
•  Flexibility to adjust portfolio to reflect investment climate.
•  Disciplined approach dampens volatility and risk.
•  Combined use of technical, fundamental and economic tools provides the fund with a clear edge.
•  Proven track record through 2000-2002 bear market.
•  Goal is to put our partners on the path to solid, consistent returns.

Of tantamount importance to the Fund is risk control and this is provided by active portfolio
hedging, moving into a net cash position during market downturns, limiting position sizes,
monitoring stock exposure and cutting losses at pre-determined levels.