The Constantia Capital Large-Cap 130/30 strategy is designed to exceed its benchmark, the Russell 1000 index, by 150 bps annualized after fees over a full market cycle, with moderate risk relative to the benchmark.
Bloomberg ID: CCLC130 <Equity> Morningstar ID: F00000V6EA
Risk Controls Relative to Benchmark⁴
¹ Ex-Ante i.e. based on forward looking estimates at time of rebalancing
² Discounted fees are available to accounts over $25 million.
³ Performance Fee is charged on excess over benchmark, with high-water marks, and available only to qualified
clients as defined by Rule 205-3 of the Investment Advisers Act of 1940 (17 CFR 275.205-3).
⁴ At time of rebalancing