Paladin Long Short Fund (PALFX) has begun operations as of December 15, 2011

Monthly Fund Holdings now available to view under "The Fund" tab.

Monthly Manager Letter now available to view under "The Fund" tab

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  • Paladin Long Short Fund seeks to create long term growth of capital, using a flexible and adaptive investment approach.  Rather than focusing solely on traditional fundamental analysis, a hybrid model of fundamental and technical analysis is utilized.  Fund management involves a three pronged approach of:

 

i. 'top down' macroeconomic analysis
ii. 'bottom up' company and sector analysis,
iii. overlaid with technical 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.

  • Why Paladin? While paladins are generally associated with a medieval European legend of 12 knights who were followers of Charlemagne, we use the term here in a much broader sense.  That is: a guardian, keeper, or protector.   In this case of our investor's money.  While striving to obtain positive gains, the flagship fund [and all future Paladin family funds] will balance appreciation of assets, with the desire to protect capital from losses during periods of market turmoil.
 
PURCHASING THE FUND

The Paladin Long Short Fund can be purchased either by opening a direct account or through various brokerages.

FUND PHILOSOPHY

Paladin Funds were established to balance capital preservation and long term appreciation.

FOLLOW THE MANAGER

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.

Distributor: Capital Investment Group, Inc., Member FINRA/SIPC , 17 Glenwood Ave, Raleigh, NC 27603, (800) 773-3863.
There is no affiliation between Hanna Capital LLC, including its principals, and Capital Investment Group, Inc.