Public Portfolio Characteristics

  • 180-220% gross exposure

  • 0-20% beta-adjusted net exposure

  • Top 5 positions typically account for 70%+ of our long portfolio

  • Focus on small/mid cap stocks

  • Willing to collaborate with management on long-term value creation by joining the board of directors

Public Portfolio Returns

1/1/19 - 8/31/24

Cumulative

Annualized

Ocho

242%

24.2%

S&P 500

145%

17.2%

S&P 400

97%

12.7%

Russell 2000

76%

10.5%

HFRX Index

22%

3.6%