Long-Short Portfolio (Institutional)

Long-Short Portfolio (Institutional)

The KAR Long-Short Portfolio is a long-short strategy with a long portfolio of high-quality companies and a short portfolio of low-quality businesses. It is a high-conviction strategy that utilizes a bottom-up fundamental research approach to identify what we believe are the best companies at the most attractive prices within the high-quality universe.


Asset Class: Long-Short
Primary Index: Russell 3000 Index
Inception Date: June 1, 2016


Holdings Range: Long Portfolio: Typically 20-30; Short Portfolio: Typically 20-30
Sector Constraint: Long: No sector constraints, but seek broad diversification