Investment Strategies

We are opportunistic and invest in sectors where we believe we have an edge. Our investment portfolios represent our best ideas within a defined set of investment parameters. Our expectation is that each strategy is constructed to outperform its respective benchmark net of fees.

Select Alpha Strategy

Launched in 2013, the RCG Select Alpha Strategy seeks to earn long-term capital appreciation from a portfolio comprised of U.S. publicly traded equities. This strategy will focus on companies with a market capitalization of at least $300 million, and we endeavor to hold investments for a period of at least three to five years. The strategy seeks to outperform the Russell 2500 Index over time, net of fees.

Strategies 02

Alpha Long Short Strategy

Launched in 2017, the RCG Alpha Long Short Strategy seeks to generate attractive, risk-adjusted returns by pursuing a low net, long/short strategy. The strategy will primarily invest in equities of companies traded on a regulated U.S. stock exchange but may also utilize options in equities and equity indexes as both investments and hedges. The directional strategy involves establishing both long and short positions but is not intended to be market neutral and may shift between net long and net short positions based on the firm’s view of the broader market. This strategy seeks to outperform the BarclayHedge Equity Long Short Index, net of fees.