How and Why We Hedge (Video)
How and Why We Hedge
Authentic Hedge Funds
Our authentic hedge strategies are designed to provide investors with attractive risk-adjusted returns with zero or low correlation to the markets.
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| |
As of 2017-08-11 |
As of 2017-07-31 |
|
| NAVPS |
MTD |
YTD |
1 Y |
3 Y |
5 Y |
Incept |
Fact Sheet |
Monthly Returns |
| Picton Mahoney Market Neutral Equity Fund (A) |
19.05 |
0.77% |
0.67% |
0.19% |
-0.94% |
0.86% |
5.66% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
19.05 |
| MTD: |
0.77% |
| YTD: |
0.67% |
| As of 2017-07-31 |
| 1 Y: |
0.19% |
| 3 Y: |
-0.94% |
| 5 Y: |
0.86% |
| Incept: |
5.66% |
|
| Picton Mahoney Market Neutral Equity Fund (F) |
20.92 |
0.80% |
1.33% |
1.27% |
0.05% |
1.78% |
4.49% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
20.92 |
| MTD: |
0.80% |
| YTD: |
1.33% |
| As of 2017-07-31 |
| 1 Y: |
1.27% |
| 3 Y: |
0.05% |
| 5 Y: |
1.78% |
| Incept: |
4.49% |
|
| Picton Mahoney Long Short Equity Fund (A) |
25.71 |
0.33% |
1.31% |
5.55% |
1.01% |
5.35% |
8.46% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
25.71 |
| MTD: |
0.33% |
| YTD: |
1.31% |
| As of 2017-07-31 |
| 1 Y: |
5.55% |
| 3 Y: |
1.01% |
| 5 Y: |
5.35% |
| Incept: |
8.46% |
|
| Picton Mahoney Long Short Equity Fund (F) |
28.13 |
0.37% |
1.82% |
6.16% |
1.88% |
6.16% |
7.43% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
28.13 |
| MTD: |
0.37% |
| YTD: |
1.82% |
| As of 2017-07-31 |
| 1 Y: |
6.16% |
| 3 Y: |
1.88% |
| 5 Y: |
6.16% |
| Incept: |
7.43% |
|
| Picton Mahoney Global Market Neutral Equity Fund (A) |
10.19 |
-0.03% |
-2.77% |
-5.40% |
-3.96% |
-0.48% |
0.22% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
10.19 |
| MTD: |
-0.03% |
| YTD: |
-2.77% |
| As of 2017-07-31 |
| 1 Y: |
-5.40% |
| 3 Y: |
-3.96% |
| 5 Y: |
-0.48% |
| Incept: |
0.22% |
|
| Picton Mahoney Global Market Neutral Equity Fund (F) |
11.10 |
0.00% |
-2.12% |
-4.36% |
-2.98% |
0.41% |
1.11% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
11.10 |
| MTD: |
0.00% |
| YTD: |
-2.12% |
| As of 2017-07-31 |
| 1 Y: |
-4.36% |
| 3 Y: |
-2.98% |
| 5 Y: |
0.41% |
| Incept: |
1.11% |
|
| Picton Mahoney Global Long Short Equity Fund (A) |
12.55 |
-0.17% |
0.32% |
0.51% |
0.59% |
5.63% |
2.67% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
12.55 |
| MTD: |
-0.17% |
| YTD: |
0.32% |
| As of 2017-07-31 |
| 1 Y: |
0.51% |
| 3 Y: |
0.59% |
| 5 Y: |
5.63% |
| Incept: |
2.67% |
|
| Picton Mahoney Global Long Short Equity Fund (F) |
13.74 |
-0.13% |
0.99% |
1.61% |
1.61% |
5.92% |
3.61% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
13.74 |
| MTD: |
-0.13% |
| YTD: |
0.99% |
| As of 2017-07-31 |
| 1 Y: |
1.61% |
| 3 Y: |
1.61% |
| 5 Y: |
5.92% |
| Incept: |
3.61% |
|
| Picton Mahoney Special Situations Fund (A) |
10.21 |
0.59% |
9.39% |
20.97% |
--% |
--% |
11.97% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
10.21 |
| MTD: |
0.59% |
| YTD: |
9.39% |
| As of 2017-07-31 |
| 1 Y: |
20.97% |
| 3 Y: |
--% |
| 5 Y: |
--% |
| Incept: |
11.97% |
|
| Picton Mahoney Special Situations Fund (F) |
10.48 |
0.61% |
9.97% |
22.70% |
--% |
--% |
13.19% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
10.48 |
| MTD: |
0.61% |
| YTD: |
9.97% |
| As of 2017-07-31 |
| 1 Y: |
22.70% |
| 3 Y: |
--% |
| 5 Y: |
--% |
| Incept: |
13.19% |
|
| Picton Mahoney Income Opportunities Fund (A) |
9.83 |
0.68% |
7.83% |
20.32% |
3.19% |
5.62% |
6.43% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
9.83 |
| MTD: |
0.68% |
| YTD: |
7.83% |
| As of 2017-07-31 |
| 1 Y: |
20.32% |
| 3 Y: |
3.19% |
| 5 Y: |
5.62% |
| Incept: |
6.43% |
|
| Picton Mahoney Income Opportunities Fund (F) |
10.67 |
0.66% |
8.41% |
21.46% |
4.26% |
6.66% |
7.47% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
10.67 |
| MTD: |
0.66% |
| YTD: |
8.41% |
| As of 2017-07-31 |
| 1 Y: |
21.46% |
| 3 Y: |
4.26% |
| 5 Y: |
6.66% |
| Incept: |
7.47% |
|
| Picton Mahoney Income Opportunities (USD Hedged) (UA) |
10.21 |
0.65% |
7.99% |
20.58% |
--% |
--% |
6.10% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
10.21 |
| MTD: |
0.65% |
| YTD: |
7.99% |
| As of 2017-07-31 |
| 1 Y: |
20.58% |
| 3 Y: |
--% |
| 5 Y: |
--% |
| Incept: |
6.10% |
|
| Picton Mahoney Income Opportunities (USD Hedged) (UF) |
10.49 |
0.64% |
8.62% |
21.88% |
--% |
--% |
7.22% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
10.49 |
| MTD: |
0.64% |
| YTD: |
8.62% |
| As of 2017-07-31 |
| 1 Y: |
21.88% |
| 3 Y: |
--% |
| 5 Y: |
--% |
| Incept: |
7.22% |
|
| Picton Mahoney Diversified Strategies Fund (A) |
13.38 |
0.20% |
2.28% |
5.01% |
0.71% |
4.55% |
4.83% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
13.38 |
| MTD: |
0.20% |
| YTD: |
2.28% |
| As of 2017-07-31 |
| 1 Y: |
5.01% |
| 3 Y: |
0.71% |
| 5 Y: |
4.55% |
| Incept: |
4.83% |
|
| Picton Mahoney Diversified Strategies Fund (F) |
14.33 |
0.23% |
2.62% |
5.80% |
1.61% |
5.43% |
5.74% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
14.33 |
| MTD: |
0.23% |
| YTD: |
2.62% |
| As of 2017-07-31 |
| 1 Y: |
5.80% |
| 3 Y: |
1.61% |
| 5 Y: |
5.43% |
| Incept: |
5.74% |
|
| Picton Mahoney Long Short Global Resource Fund (A) |
9.89 |
-2.32% |
-13.98% |
-12.79% |
-6.73% |
0.85% |
0.70% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
9.89 |
| MTD: |
-2.32% |
| YTD: |
-13.98% |
| As of 2017-07-31 |
| 1 Y: |
-12.79% |
| 3 Y: |
-6.73% |
| 5 Y: |
0.85% |
| Incept: |
0.70% |
|
| Picton Mahoney Long Short Global Resource Fund (F) |
10.57 |
-2.29% |
-13.41% |
-11.83% |
-5.69% |
1.86% |
1.69% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
10.57 |
| MTD: |
-2.29% |
| YTD: |
-13.41% |
| As of 2017-07-31 |
| 1 Y: |
-11.83% |
| 3 Y: |
-5.69% |
| 5 Y: |
1.86% |
| Incept: |
1.69% |
|
| Picton Mahoney Long Short Emerging Markets Fund (A) |
12.92 |
-1.67% |
6.29% |
-5.32% |
-2.27% |
3.65% |
7.30% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
12.92 |
| MTD: |
-1.67% |
| YTD: |
6.29% |
| As of 2017-07-31 |
| 1 Y: |
-5.32% |
| 3 Y: |
-2.27% |
| 5 Y: |
3.65% |
| Incept: |
7.30% |
|
| Picton Mahoney Long Short Emerging Markets Fund (F) |
13.58 |
-1.61% |
7.00% |
-4.31% |
-1.29% |
4.57% |
8.20% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
13.58 |
| MTD: |
-1.61% |
| YTD: |
7.00% |
| As of 2017-07-31 |
| 1 Y: |
-4.31% |
| 3 Y: |
-1.29% |
| 5 Y: |
4.57% |
| Incept: |
8.20% |
|
| Picton Mahoney Concentrated Opportunistic Long Short Fund (A) |
9.29 |
-0.21% |
-1.66% |
-8.89% |
--% |
--% |
-2.15% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
9.29 |
| MTD: |
-0.21% |
| YTD: |
-1.66% |
| As of 2017-07-31 |
| 1 Y: |
-8.89% |
| 3 Y: |
--% |
| 5 Y: |
--% |
| Incept: |
-2.15% |
|
| Picton Mahoney Concentrated Opportunistic Long Short Fund (F) |
9.45 |
-0.18% |
-0.97% |
-7.85% |
--% |
--% |
-1.13% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
9.45 |
| MTD: |
-0.18% |
| YTD: |
-0.97% |
| As of 2017-07-31 |
| 1 Y: |
-7.85% |
| 3 Y: |
--% |
| 5 Y: |
--% |
| Incept: |
-1.13% |
|
| Picton Mahoney 130/30 Alpha Extension Canadian Equity Fund (I) |
15.20 |
0.03% |
2.96% |
11.15% |
2.86% |
10.42% |
10.23% |
Fact Sheet
|
Monthly Returns
|
| As of 2017-08-11 |
NAVPS: |
15.20 |
| MTD: |
0.03% |
| YTD: |
2.96% |
| As of 2017-07-31 |
| 1 Y: |
11.15% |
| 3 Y: |
2.86% |
| 5 Y: |
10.42% |
| Incept: |
10.23% |
|
Performance reported net of fees for Classes A and F, and gross of fees for Class I. Performance for the Concentrated Opportunistic Long Short Fund is currently as at February 28, 2017, as comparative index data is not available until later in the month. Commissions, trailing commissions, management and performance fees, and expenses all may be associated with fund investments. These funds are not guaranteed, their values change frequently and past performance may not be repeated. Please note: 3 year, 5 year and Since Inception performance returns are annualized.