Phalanx employs an absolute-return, multi-strategy approach within the Japanese, Australian, and Asian markets. The firm utilizes extensive diversification of trading disciplines while maintaining flexibility in asset allocation to strategies. The trading program manages a diversified portfolio of long/short equities, statistical arbitrage, convertible arbitrage, capital structure arbitrage, volatility, merger arbitrage, special situations and event-driven strategies. The trading strategies are fully integrated in order to allow capital to be deployed in the asset class and discipline that the principals believe provides the greatest opportunity at any moment in time.
The track record reflects new-issue eligible investors in the US onshore feeder and is net of all fees, including management and estimated accrued performance fees.