The fund uses a long/short, total return strategy, investing in a concentrated portfolio of 20-40 companies. Leveraging GSP’s bottom-up research and top-down thematic overlay, the fund targets high-quality, emerging businesses with strong growth catalysts. It focuses on cash-generative businesses with robust balance sheets and capable management, aiming to find undervalued opportunities early in their lifecycle.

The managed portfolio is a total return strategy, investing in 20-40 companies. Leveraging GSP’s bottom-up research and top-down thematic overlay, the strategy targets high-quality, emerging businesses with strong growth catalysts. It focuses on cash-generative businesses with robust balance sheets and capable management, aiming to find undervalued opportunities early in their lifecycle. The strategy employs cash and tactical ETFs to mitigate broader market risks.

The fund employs two distinct strategies. The first is an absolute return long/short strategy, utilizing a bottom-up approach to maintain a concentrated portfolio of 20-40 stocks. The second strategy focuses on swing trading, targeting short-term but frequent price movements in stocks. This approach involves a highly concentrated exposure to a select number of positions, with a typical holding period of 1 to 2 months. The strategy uses a scaled-in approach, increasing exposure to successful positions while reducing or holding cash when conditions are unfavorable.