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Long-Short Portfolio

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.

Highlights
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