Protecting Capital and Generating Wealth over the Course of Market Cycles
“Protecting Capital and Generating Wealth over the Course of a Market Cycle”
– Dan Niles
The Satori Fund is a US focused, technology biased, large capitalization, long-short equity fund. It uses individual company fundamental analysis augmented by technical and macro-economic analysis to generate a portfolio of typically 20-40 positions. Active risk management results in net exposure that typically ranges from minus 15% to plus 50% with gross exposure that is typically in the 100-150% range. Our greatest strength is the ability to protect capital during times of extreme market stress and generate wealth over the course of market cycles.