Oak Harvest Long/Short Hedged Equity Fund Institutional Shares
OHFGX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Top Holdings
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Performance
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Price
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52-Week Low
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NAV
1-Month Low
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Beta / Standard Deviation
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Company Information
Provider
Oak Harvest
Manager/Tenure
(Years)
(Years)
Dwane Bacak (1), James McFarland (1), Christopher P. Perras (1), 1 other
Website
Address
Ultimus Fund Solutions, LLC, 225 Pictoria Drive,
Ohio - 45246-0707
Ohio - 45246-0707
Country
United States
Phone Number
833-549-4121
Investment Strategy
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of domestic companies. The fund invests primarily in domestic companies that the adviser believes have exhibited an above-average rate of earnings growth over the past few years and that have prospects for above-average, sustainable growth in the future. The fund is non-diversified.