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    Otter Creek Long/Short Opportunity Instl (OTTRX)

    10.96 Down 0.02(0.18%) Mar 4
    Prev Close:10.98
    YTD Return*:-0.36%
    Net Assets*:103.71M
    Yield*:N/A

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for OTTRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 2.375%9.48-1.28
    ASH5.95-2.26
    LNCE5.16-5.90
    MTG5.05-0.56
    OXY4.90-16.33

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:103.71M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.70%

    Performance & Risk

    YTD Return:-0.36%
    5y Avg Return:N/A
    Rank in Category (ytd):27
    % Rank in Category (ytd):5.86%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks long-term capital appreciation. The fund employs a "long/short" investment strategy to attempt to achieve capital appreciation and manage risk by purchasing stocks believed by the Advisor to be undervalued and selling short stocks believed by the Advisor to be overvalued. It primarily invests in equity securities that are traded on U.S. securities exchanges. The fund may also invest in investment grade fixed income securities, including up to 30% of the fund's assets in corporate and convertible bonds as well as debt issued by the U.S. government and its agencies. It is non-diversified. View More
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