SW8 Strategy Fund uses a multi-strategy approach to achieve its investment objective of providing absolute returns from investment opportunities focused on Canadian and US capital markets. The potency of the multi-strategy approach is the flexibility it affords SW8 to adjust the beta of the overall portfolio and to shift capital to strategies representing the best risk/return profiles through cyclical markets.
SW8 believes that there is good opportunity in Canada for a hedge fund that is not always levered long to the resource cycle. Matthew's broad network of industry contacts will give SW8 access to first-class idea generators, timely trade flow and new issue products.
The Fund applies a blend of primary (long/short) and secondary strategies. Potential investments are screened against a minimum of six critical factors: overall global/market view, sector view, fundamentals, valuation, liquidity and volatility and event drive or near-term catalyst.
MANAGEMENT FEE: 1.5% for initial $20m, 2% thereafter. AUM is not disclosed.