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| Fund Overview | The manager follows a disciplined, process-driven, and thematic strategy focused on five core investment strategies: 1) Growth stocks that are really value stocks; 2) Traditional deep value; 3) The life sciences; 4) Miners and drillers expanding production into supply deficits; 5) Global special situations; The manager uses a macro overlay to manage exposure, hedging in three ways: 1) Direct shorts 2) Upside exposure to the VIX index 3) Index optionality |
| Manager Comments | Frazis are taking a concentrated diversified approach to the portfolio: concentrated in thematics that are accelerating in the current environment (such as digital health, online retail and companies that facilitate remote work/study/play), but diversified within each theme, holding 30-35 names in total. Frazis believe there has never been a better time to be nimble and free to allocate entirely to companies that are performing well. |
| More Information |
