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SteelPeak Alternative Solutions

Alternative Solutions

Alternative investments designed and managed by SteelPeak. These strategies are intended to be less correlated to traditional stock and bond portfolios. Offerings include SP Long-Short Equity Strategy and SP Capital Opportunity Fund.

SP Long-Short Equity Strategy

Investment Objective:

To generate superior long-term risk adjusted returns by employing a Long-Short Equity Strategy that capitalizes on both rising and falling stock prices.

Investment Strategy:

The strategy will utilize a quantitative methodology that aims to profit from both rising and falling stock prices by using mathematical and statistical models to identify investment opportunities based on historical data, market factors, and various financial metrics.

The strategy is designed for investors with a medium to long-term investment horizon, typically spanning multiple market cycles.

Quantitative Methodology:

Our proprietary quantitative model will create a list of aggregate relative rankings for long and short positions. Our guiding principles are using sound and comprehensive research to inform our judgment around signals, implementing that judgment in a systematic fashion, with a strong focus on gross and net exposure, portfolio diversification, and risk mitigation.

Return Capture:

We seek to efficiently capture returns from each component of the portfolio independently. We believe this provides more consistency within the security and tactical components, and greater transparency in terms of our relative market exposure. The Fund may also utilize options for both alpha generation and hedging purposes.

Portfolio Construction:

Our proprietary quantitative model will create a list of aggregate relative rankings for long and short positions. Our guiding principles are using sound and comprehensive research to inform our judgment. The long bias strategy will target 75% long and 25% short, rebalanced on a quarterly basis.

Risk Management:

The strategy will target gross and net exposure limits, utilize stop-loss orders and other risk-control mechanisms to limit potential losses. The portfolio allocation and composition will be reviewed daily and adjusted monthly based on market conditions and factor rankings.

SP Capital Opportunity Fund

Currently closed for new investors