OTTER CREEK ADVISORS, LLC | 11300 US 1 | SUITE 500 | PALM BEACH GARDENS, FL 33408 | WWW.OTTERCREEKFUNDS.COM
PORTFOLIO CONSTRUCTION
Target Position Level Parameters
PARAMETER | LONGS | SHORTS |
---|---|---|
Typical Number of Positions | 30 to 35 | 30 to 35 |
Typical Size | 2% to 5% | 1% to 3% |
Maximum Size (at cost) | 5% | 5% |
Typical Holding Period | 2-3 years | 6-24 months |
Target Portfolio Level Parameters
PARAMETER | TYPICAL RANGE OR LIMIT |
---|---|
Typical Gross Exposure | 125% to 175% |
Typical Net Exposure | -10% to 50% |
Geographic Exposure | U.S. listed including ADRs |
Net Sector Exposure | 25% maximum |
Market Cap Range | There are no cap restrictions |
*Please note that these are target position levels and are not intended to be actual limits to trading.