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RADY CONTRARIAN LONG/SHORT FUND

Fund Overview

The Rady Contrarian Long/Short Fund invests in publicly traded securities, primarily mid- to large-capitalization U.S. companies, and seeks to achieve positive and consistent returns while limiting exposure to general stock market downside risk.

Rady invests in “best of breed” dominant companies with profitable, sustainable business models:

  • Strong balance sheets
  • Trading at or near their 52-week lows
  • Exceptional management with proven track record
  • Minimal Goodwill
  • Quality earnings stream that is void of one time events (i.e. accounting gimmicks)
  • Asymmetric risk/reward profiles

Rady shorts companies that have the opposite characteristics:

  • Large Amounts of goodwill (Empire builders)
  • Companies with heavy union exposure
  • 2nd and 3rd tier companies
  • Low quality balance sheets
  • Unsustainable business models in low margin competitive industries
  • Self-promoting management
  • Trading at or near 52-week highs
  • Low quality earnings stream
  • Companies that use aggressive accounting (i.e. off balance sheet liabilities)

The Fund invests primarily in equity securities, which are subject to price fluctuations in the stock market. The Fund may not achieve its objectives.

 
RAM Team
Harry Rady
Harry Rady
Portfolio Manager
CEO
Ramu Singh
Ramu Singh
Dir. of Research
COO
RAM
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RAM

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