AlphaMaven

Company Logo'

Hedge Fund

Chicago Equity Advisors Fund I

Investment Overview

Strategy Description

CEA’s advantage exists in its ability to complement macro-economic trends with insight provided by Tony’s personal investments in order to create a rigorous set of criteria when evaluating potential investments. CEA begins by identifying a favorable macroeconomic environment for a specific market segment. Our team then looks to see if this forecast can be supported by knowledge of that segment acquired from the various personal investments. Once the segment is selected based on macro- economic research and/or internal segment- specific insights, we then turn to individual equity selection. These equity investments are primarily highly liquid stocks of large- and mega-cap companies poised to benefit within the dynamics of the macro environme
Investment Highlights

Investment Category

Hedge Fund

Investment Strategy

Tactical Long Only

Investment Structure

Fund

Objective

Our Performance Goal
Outperform the S&P 500

Investment Opportunity

What We Believe
In our top-down investment approach, we utilize macroeconomic metrics, geopolitical influences and insight from private company ownership.

Return Driver - Alpha

Our Edge
Research, Differentiated Thinking, Valuation Expertise
Implementation of Strategy
Tactical Approach

Market Sector Exposure

Equities

Instruments Traded

Public Equity, Options

Capitalization Weight

Large Cap

Risk Management

Diversification, Position Limits, Options, Liquidity Requirements
Investment Structure

Legal Structure

Limited Parnership

Domicile

United States

Fund Minimum Investment

$250K

Management Fee (%)

Incentive Fee (%)

Service Providers

Auditor

RSM US L

Legal

Drinker Biddle & Reath

Custodian/Bank

Interactive Brokers

ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.
ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.