Alpha is most likely found in emerging hedge fund managers. Emerging fund managers are considered funds under a certain asset level, and they have many more opportunities to move the needle than giant funds. Large asset managers, sophisticated high net worth investors and family offices are seeking alpha & that is what our hedge funds seek to provide.

Warren Buffett, himself, would be the first to tell you he could do more with less. The returns of the early years of Berkshire Hathaway far out performed the current ones.

OUR FOUR BOUTIQUE HEDGE FUNDS


This fund was ranked based on the data in BarclayHedge's Database of hedge fund managers

The Insiders Fund is our flagship fund, named 4th best performing long-short equity fund in the world in 2019 by BarclayHedge, a leading independent database vendor. The Fund invests in companies at or near prices that management has been willing to invest significant amounts of their own money in. After all, who knows a business better than those running it? This strategy has returned 4x after fees the return of the S&P 500 since the manager, Harvey Sax, has been deploying it since 2001. It’s an all-weather diversified fund and at times it may have significant cash or short positions.


Alpha Low Volatility Fund

Alpha Low Vol, formerly known as Theta Investments, invests in call and put options on the S&P 500 to achieve capital preservation and appreciation in all market conditions. Option buyers typically have negative return expectations. Alpha Low Vol sells options realizing a positive expected return. Alpha Low Volatility aspires to provide market-like returns with just a fraction of the volatility of the market. The Fund is in the process of relaunching with new managers, Chase Thomas and Harvey Sax. Mr. Kellites, the former manager, employs a similar strategy at AlphaCenric and is assisting in the transition.


The Alpha Wealth Volatility Advantage Fund is a long-short equity fund that adds time value to its portfolio through options contract writing and volatility hedges.  This fund launched in the Summer of 2018. In its first full calendar year, 2019, the Fund was up 71.2%. The Fund has the ability to make large gains by taking advantage of volatility spikes and high beta stocks. Like its name, it’s not for the faint-hearted as the ups, as well as the drawdowns of the strategy, can be quite significant.