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.
- 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