Nasdaq - Delayed Quote USD

Otter Creek Long/Short Opportunity Inv (OTCRX)

15.16
+0.07
+(0.46%)
As of 8:06:11 AM EST. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • National Financial Partners Corp
  • Dominick & Dominick LLC
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Ameritas NTFN
  • Scottrade NTF
  • TD Ameritrade Clearing, Inc.
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Etrade Clearing LLC
  • Pershing LLC
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Hancock Securities Group, LLC
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Equity Market Neutral
Fund Family Otter Creek
Net Assets 147.69M
YTD Return 16.17%
Yield 0.57%
Morningstar Rating
Inception Date Dec 30, 2013

Performance & Risk

YTD Return 4.66%
5y Average Return 8.18%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.18
Morningstar Risk Rating

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