Fund Overview

Investment Objective & Strategies

Bull & Bear’s global macro investment strategy is designed to act as both an alpha generator and diversifier within a portfolio. The structure benefits from the flexibility to invest in a broad, unconstrained investment universe and attempts to generate alpha on both the long and the short sides of its portfolio in various markets. We pride ourselves on staying dynamic in our exposures to achieve consistent and predictable returns in any economic cycle.

The portfolio is constructed in a manner that we are able to achieve attractive upside performance during favorable market conditions, but when risks appear to outweigh the reward, we raise cash or take other actions, such as quickly shifting to market neutral or short positions. The benefit of our structure is the ability to easily shift from one market to another with a variety of strategies to drastically cut the downside risks for investors and drive absolute returns that are comparable to the S&P 500. 

Additionally, investors in the flagship fund have direct access to some of the most innovative and dominant private equity investments that investors would not otherwise have access to in the public markets. These investments offer great opportunity for very attractive risk-adjusted returns with low correlation to traditional markets. 
 

Statistics at a Glance

Statistical Analysis

*All data is represented from inception to December 31, 2020.

**No guarantee or representation is made that the Fund will achieve its investment objective. 

Wealth Preservation | Capital Appreciation

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