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Hedge Fund

Grizzly Bear Investment Fund, LLP

Investment Overview

Strategy Description

Della Parola was founded in 2005 by Dr. David Mascio who has over 25 years of experience in the investment management industry. He is also an experienced financial economist, key-note speaker, and an innovative researcher in the areas of artificial intelligence and machine learning in finance. Over the last decade the firm has managed assets for ultra-high net worth investors, financial advisors, family offices and institutions. In 2018, Dr. Mascio developed a new and innovative hedged equity strategy.* This led to the launch of the Grizzly Bear Investment Fund in August 2020. Grizzly Bear’s hedged equity investment strategy is a model-driven, disciplined approach designed to capture alpha by opportunistically capitalizing on favorable fundamental and macroeconomic factors using artificial intelligence and machine learning risk forecasting models. The goal of the Grizzly Bear Investment Fund over a full market cycle is to achieve superior risk-adjusted returns while mitigating volatility and risk, maximizing its Sharpe and Calmar ratio, and minimizing its correlation to the equity market indices. The Grizzly Bear Fund’s hedged equity strategy is disciplined and systematic. The investment strategy is comprised of 3 steps: First, identify individual equities with superior profit potential. Second, determine the market risk environment. Third, optimize the Fund’s equity exposure level.
Investment Highlights

Investment Category

Hedge Fund

Investment Strategy

Long Biased, Quantititative

Investment Structure

Fund
Implementation of Strategy
Tactical Approach

Market Sector Exposure

Equities, Stock Indices

Instruments Traded

Public Equity, S&P 500 futures
Investment Structure

Legal Structure

Limited Partnership

Fund Minimum Investment

$250K

Strategy AUM

$25.6MM

Firm AUM

$66.6MM

Management Fee (%)

1%

Incentive Fee (%)

20%
Service Providers

Administrator

NAV Consulting, Inc.

Auditor

Elliott Davis

Legal

Alston & Bird

Prime Broker

StoneX Group

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.