Yield. Valuation. Fundamentals.

DRZ Long/Short

  • Strategies:
    DRZ Long/Short
  • Investment Philosophy: Undervalued stocks with a fundamental catalyst provide the opportunity for superior long-term total returns
  • Long Idea Generation:
    Relative valuation
    Positive fundamental catalyst
  • Short¬†Idea Generation:
    Negative fundamental catalyst
    Theme-driven ideas
  • Exposure Ranges:
    DRZ Long/Short: 60-80% Net; 100-160% Gross
  • Average Number of Holdings: 30-50 Long; 10-30 Short¬†
  • Inception Date:
    DRZ Long/Short: 7/31/2011
  • Investment Vehicles: Separate Account; Limited Partnership