ALLOY Long-Only US Equity



Diversified portfolio of domestically-traded companies of all size, with the goal of outperforming the US equity market over a full market cycle.

Concentrated portfolio of domestically-traded companies, focusing on the highest conviction names of our managers, with the goal of delivering long-term capital appreciation, while remaining conscious of various elements of risk.


Russell 3000 Total Return

S&P 500 Total Return

Inception Date

January 2012

December 2018

Target # Holdings

60-80 holdings

20-25 holdings


Strategies are currently offered through separately managed accounts. Please contact us for more information on how to invest.