Low net, long/short equity strategy in a complicated, volatile sector with high single stock dispersion.
Chalkstream funds provide acceleration capital and back-offices services, which enables the portfolio manager to build his own business while focusing on investing.
Dec 2015+

Active long/short equity strategy in a large, liquid market with low overall valuations and high single stock dispersion, yet very limited sophisticated competition. We structured partnerships with local Korean portfolio managers who invest according to customized mandates. Chalkstream hedges overall portfolio FX and tail exposure.
Feb 2015+

Long asset rich equities/short highly levered credits. Low valuations, political stability, and significant shifts in attitudes towards corporate governance lend themselves to activist strategies.
Chalkstream invests with activist Japanese equity managers and holds CDS on select credits.
Oct 2012+