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Otter Creek Long/Short Opportunity Inv (OTCRX)

14.02 -0.09 (-0.64%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 14.11
  • YTD Return 9.42%
  • Expense Ratio 2.06%
  • Category Equity Market Neutral
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 157.77M
  • Beta (5Y Monthly) 0.18
  • Yield 2.67%
  • 5y Average Return --
  • Holdings Turnover 303.00%
  • Last Dividend 0.37
  • Inception Date Dec 30, 2013

The manager employs a long/short investment strategy to achieve capital appreciation and manage risk. The manager takes long positions in securities Otter Creek believes to be undervalued and short positions in securities Otter Creek believes to be overvalued. The fund's objective is to provide long-term capital appreciation. Under normal market conditions, the net long exposure of the fund (gross long exposures minus gross short exposures) is expected to range between -35% and +80% net long.

Otter Creek

Fund Family

Equity Market Neutral

Fund Category

157.77M

Net Assets

2013-12-30

Inception Date

Performance Overview: OTCRX

Trailing returns as of 6/13/2024. Category is Equity Market Neutral.

YTD Return

OTCRX
9.42%
Category
3.32%
 

1-Year Return

OTCRX
18.07%
Category
1.15%
 

3-Year Return

OTCRX
3.34%
Category
0.31%
 

5-Year Return

OTCRX
6.27%
Category
0.15%
 

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Holdings: OTCRX

Top 8 Holdings (30.54% of Total Assets)

SymbolCompany% Assets
GOOGL
Alphabet Inc. 4.33%
CP.TO
Canadian Pacific Kansas City Limited 4.12%
AVTR
Avantor, Inc. 4.03%
ICE
Intercontinental Exchange, Inc. 3.83%
PSN
Parsons Corporation 3.67%
META
Meta Platforms, Inc. 3.67%
GE
General Electric Company 3.57%
DBRG
DigitalBridge Group, Inc. 3.32%

Sector Weightings

SectorOTCRX
Technology   22.45%
Industrials   19.74%
Healthcare   8.26%
Real Estate   4.69%
Utilities   1.09%
Energy   0.00%

Recent News: OTCRX

Research Reports: OTCRX

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