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Investment Overview

Strategy Description

Global Growth is a long-biased, ESG-conscious strategy benchmarked to U.S. equities with high tracking risk. The strategy seeks to generate sustainable growth through global equities, but may include alternative class exposures, such as real estate or commodities. The strategy may also employ hedging or large cash allocations to manage risk exposures.

Principals

Joseph Lu, CFA - Managing Director, Conscious Capital Advisors

Videos

Joseph Lu's Five Insights For Allocators And Managers

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Investment Highlights

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Investment Category

Hedge Fund

Investment Strategy

Long/Short Equity, Long Biased, Tactical Long Only, ESG

Investment Structure

Managed Account

Objective

Our Performance Goal

Outperform the S&P 500

Investment Opportunity

What We Believe

We aim to create alpha through proprietary security selection, allocation, and trading processes.

Return Driver - Alpha

Our Edge

Research, Experience, Differentiated Thinking, Adaptive Risk Models, Analytics, Repeatable Process, Proprietary AI, Purpose-driven, Low expenses & fees, Concentrated

Implementation of Strategy

Tactical Approach

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Market Sector Exposure

Real Estate, Currencies, Commodities, Global Equities

Instruments Traded

ETFs

Geographical Exposure

Global

Average Timeframe

Long Term, Cyclical

Risk Management

Diversification, Position Limits, Dynamic Position Sizing, Active management, Liquid Securities, Hedging, Drawdown Controls

Investment Structure

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Legal Structure

Managed Accounts

Domicile

United States

Managed Account Minimum

$100K

Management Fee (%)

0.99%

Service Providers

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Custodian/Bank

Charles Schwab Investment Management

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.