Bull & Bear

Bull & Bear’s global macro investment strategy is designed to act as both an alpha generator and diversifier within a portfolio. The fund structure allows the flexibility to invest in a broad, unconstrained investment universe that can generate alpha on both the long and the short sides of its portfolio in various markets.

The benefit of our flexibility is the ability to easily shift from one market to another with a variety of strategies to drastically cut the downside risks for investors and drive absolute returns that are comparable to the S&P 500. Since its inception, the Flagship Fund has achieved a 14+% annualized return with only 25% of the risk compared to the S&P 500. We pride ourselves on staying dynamic in our exposures to achieve consistent and predictable returns in any economic cycle.

Investors in the flagship fund also have direct access to some of the most innovative and dominant private equity investments that investors would not otherwise have access to in the public markets. These investments offer great opportunities for very attractive risk-adjusted returns with a low correlation to traditional markets.