MS Broadmark Tactical Plus


Fund Strategy Multi Strategy
Fund Geography US
Investment Advisor Broadmark Asset Management LLC
Portfolio Manager Christopher J. Guptill, Richard P. Damico
Fund Currency USD
Fund AUM $6.2m
Fund AUM (GBP) £4m
Fund AUM as of 20 July 2017
Max Gearing / Exposure max. +/- 250%
Fund Inception 11 October 2013
Fund Indices AH Multi Strategy UCITS Index

Fund Objective

The Fund's objective is to produce above-average returns with less risk of capital depreciation than the overall US equity market, regardless of whether stock markets are falling or rising. The Fund will invest primarily in instruments providing exposure to U.S. shares. The investment process involves buying undervalued and selling overvalued financial instruments in any industry sector and in issuers of all sizes.


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