The JC Clark Focused Opportunities Fund is an equity long short concentrated portfolio of JC Clark’s highest conviction investment ideas. The Fund seeks absolute return on capital by investing in North American equities and stresses hands-on fundamental research.
Inception: June 2005
Liquidity: Monthly subscriptions and redemptions
Fees: 2% management fee + 20% performance fee (with a high-water mark).
Hurdle Rate: 5% (Soft Hurdle)
Portfolio Manager: Colin Stewart