Twinvest - Dual income stream, one investment.

Strategy

Low correlation, low beta market neutral strategy seeking alpha driven total returns
• Principal is invested in money market / Arbitrage funds
• Endeavour to generate alpha opportunity on top of cash like returns
• Approximately market and style neutral to idiosyncratic long / short index opportunities
• Ability to control both gross and net allows for risk management in various market conditions
Endeavour is to generate equity alpha on fixed income beta with little to no equity beta exposure

Twinvest in Action

For illustrative purposes only. These are gross returns net of all expenses pre profit sharing and taxes. The strategy seeks to achieve the stated objectives. There can be no guarantee the objectives will be met.

Mutual funds are subject to certain market risks. Investment returns and principal value of an investment will fluctuate so that an investor's capital, when redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown.