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.
Investors seeking attractive long-term strategies.
Investment funds held in margin or taxable accounts.
Benchmark | Wilshire 5000 |
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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 |