Beaconcrest Partners Fund

Beaconcrest Capital Management provides institutional money management for clients who want exposure to US Equities via a long-short strategy. The firm believes in managing clients money based on a sustainable, repeatable, and transparent approach. Beaconcrest is absolute return focused, and employs a blend of fundamental, quantitative, and macro investing. The firm philosophy is to provide superior risk adjusted returns, while maintaining a capital preservation focus.

The Beaconcrest Partners Fund is a US-focused long/short equity strategy. The fund seeks to deliver half to three quarters of the volatility of the S&P 500 over time while focusing on capital preservation. The strategy involves a blend of quantitative and fundamental stock selection techniques. The portfolio is primarily focused on large and mid-cap equities, and is typically invested in all major sectors of the US economy at any given time. The fund is managed to be uncorrelated to major asset classes., The fund begins with a ranking process in an investment universe of 1200 securities. Beaconcrest subsequently identifies a long basket and a short basket for further research. Once a stock has met certain critical variables based on a proprietary quantitative screening model, a fundamental review of that company is performed. If successfully reviewed by the fundamental process, the stock is eligible for inclusion into the portfolio. Target position sizes are determined by the risk criteria applied in the portfolio construction process., Becaoncrest employs a proprietary risk management framework as the foundation for portfolio construction. Their risk management approach seeks not only to forecast absolute volatility levels but decompose that risk into major drivers over time. The firm employs the concept of a risk of budget in concert with an alpha budget to ensure the drivers of return within the portfolio are in areas where they have demonstrated skill and their research is focused. Liquidity is paramount to how portfolios are built such that major changes in market conditions should not affect the ability to deploy or redeem capital.