Oak Harvest Long/Short Hedged Equity Fund Institutional Shares is an open-end mutual fund structured to offer a dynamic approach to equity investing. Its primary objective is to deliver high risk-adjusted returns by integrating three distinct equity strategies within a single, institutional share class. The fund utilizes a "quantamental" approach, blending quantitative and fundamental research for disciplined single stock selection, optimized position sizing, and sector diversification. It incorporates a long/short methodology, allowing the investment team to take both bullish and bearish positions, thus expanding its investment universe and enabling the expression of negative views on specific stocks or sectors. This approach aims to add downside risk management and reduce portfolio volatility. Additionally, the fund actively manages market risk using listed options contracts as hedging tools, operating a self-adjusting risk management system. This structure seeks to provide capital preservation, insurance against market downturns, and the potential to offset some hedging costs through covered call writing. Oak Harvest Long/Short Hedged Equity Fund plays a valuable role in offering diversification, risk mitigation, and adaptability in a market increasingly characterized by high correlations and stock concentration.
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