Monthly Fund Holdings now available to view under "The Fund" tab.
Monthly Manager Letter now available to view under "The Fund" tab
i. 'top down' macroeconomic analysis
The mutual fund will have positions that are long the market (benefiting when assets rise in value), balanced with various hedging techniques to attempt to benefit from assets that are falling. Hence the long-short designation. A relative lack of correlation with the broader market, and emphasis on risk control are highlights of the fund. A version of Warren Buffet's "2 Rules" are embraced: Rule 1 - try to reduce opportunities to lose money. Rule 2 - never forget rule 1.
The Paladin Long Short Fund can be purchased either by opening a direct account or through various brokerages.
Paladin Funds were established to balance capital preservation and long term appreciation.
Follow Mark Hanna, the Fund Manager and frequent blogger on his unaffiliated blog by clicking below.
An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available by clicking here or calling the fund directly at 800-773-3863. The prospectus should be read carefully before investing.
An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: market risk, sector risk, portfolio turnover risk, investment advisor risk, new fund risk, foreign securities and emerging markets risk, currency risk, political/economic risk, derivative risk, currency option transactions risk, currency futures risk, leverage risk, counterparty risk, short sales risk, risks related to investing in other investment companies, etn risk, small cap and mid cap securities risk, interest rate and credit risk, maturity risk, inflation risk, investment grade securities risk, lower rated securities or junk bonds risk, risks of investing in corporate debt securities. More information about these risks and other risks can be found in the Fund’s prospectus.