PWP North American Equity Long Short Fund


Fund Strategy Equity Long / Short
Fund Geography US
Investment Advisor Perella Weinberg Partners Capital Management LP
Portfolio Manager David Baker
Fund Currency USD
Fund AUM $49m
Fund AUM (GBP) £37m
Fund AUM as of 29 March 2019
Fund Inception 17 May 2016
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The fund targets annual returns of 8-10% with a volatility target of 6-8%. It combines a long short equity strategy with a hard catalyst event-driven portfolio, hoping to gain further diversification and return benefits. The strategy keeps its net exposure at low levels and tries to maintain a low correlation to equity markets. The team utilizes a combination of a bottom-up analysis with an array of investment tools including technical and sentimental indicators.


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