Sagittarius  |  Managed by Gerald Scane & Timothy Merrill

Investor Profile: Our energy fund gives you an opportunity to potentially capitalize on supply and demand trends in conventional and non-conventional (fracking) energy companies engaged in the exploration, production, distribution, and servicing related to oil, natural gas, as well as alternative energy.

Goal: Capital appreciation focusing on value opportunities in energy sector.

Highlights:

  • Risk appetite should be above average due to concentrated high-beta-stock positions ranging from 20-30 equities
  • Fund managers use a quantitative methodology to identify common stock of any market capitalization they believe are under-priced relative to value
  • Technical analysis is a proactive-risk-management procedure Star utilizes to optimize position sizing by establishing predetermined prices for incremental buying and selling, rather than market timing
  • Flexible asset allocation strategy that may result in longer periods of elevated cash allocations as manager’s practice discipline and patience until the market presents a buying opportunity

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