Huckleberry Go-Anywhere

An introduction

Huckleberry Go-Anywhere goes where the opportunities are. Unbound by geography, sector, or exposure targets, we sculpt a holistic portfolio of long and short stocks, options, and ETFs focused on delivering attractive risk-adjusted returns for the long term.

Best for

Investors seeking attractive long-term strategies.

Investment funds held in margin or taxable accounts.

The vitals

Benchmark Wilshire 5000
Concentration 10-30 individual positions
Securities Primarily stocks, options & ETFs
Target holding period 3-5 years (stocks)
1-18 months (options, shorts, hedges)
Accounts Margin accounts only

Sample position