Focused on long-term core positions, the BluMont Hirsch Long/Short Fund employs a qualitative, research-intensive, bottom-up approach to portfolio construction.

Core holdings are augmented by event-driven trading to capitalize on shorter-term opportunities.

Portfolio Construction

The BluMont Hirsch Long/Short Fund takes long and short positions chosen from those industries that offer the best opportunity for superior returns at each stage of the economic market cycle.

Primarily investing in Canadian equities, core long positions are selected from companies with proven management teams, strong financial positioning, well defined growth strategies, competitive advantages and pricing power in their given industry. Core short positions are chosen from companies suffering declining business prospects, weak financial circumstances and a poor management track record.