Fundamental research process identifies short company ideas
Short ideas are mostly implemented via a dynamic basket of options
Long book implemented via passive index longs to risk manage shorts
Net Length expected to be +20% average over time
Fee Structure | |
---|---|
Founder Share Class | 0.9% Mgmt / 20% Perf Fee |
Institutional Share Class | 1.20% Mgmt / 20% Perf Fee |
Category | Fund Exposure |
---|---|
Net Range | +/- 40% |
Max Gross | 200% |
Max Position | 10% |
Expected Volatility | 10% – 18% |
Correlation to S&P 500 | 0.05 |
Exposure (% of Equity) | Month End | YTD Average |
---|---|---|
Long | 81.82 | 90.82 |
Short | (65.77) | (71.00) |
Gross | 147.59 | 161.82 |
Net | 16.06 | 22.05 |
Short Portfolio (% of Equity) | Net Exposure |
---|---|
Consumer Discretionary | -15.74% |
Real Estate | -13.67% |
Financials | -11.74% |
Industrials | -6.70% |
Consumer Staples | -5.94% |
Information Technology | -5.48% |
Healthcare | -3.11% |
Utilities | -1.51% |
Energy | -1.44% |
Total | -65.23% |
Historical Years | 2022 |
---|---|
Chanos & Co Equity Long / Short (USD F) | 5.20% |
YTD 2023 | Jan | Feb | YTD |
---|---|---|---|
Chanos & Co Equity Long / Short (USD F) | -5.87% | -4.19% | -9.21% |
Founded in 2009, Green Ash Partners is a boutique investment manager established by Miles Cohen and Nick Freeman. Focused on liquid solutions in credit, equity, multi-asset and alternatives.
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