Yield. Valuation. Fundamentals.

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 Range: 60-100% Net; 100-160% GrossĀ 
  • Average Number of Holdings: 20-50 Long; 5-20 Short
  • Investment Vehicles: Separate Account; Limited Partnership