HOUSE_OVERSIGHT_026669.jpg
2.92 MB
Extraction Summary
1
People
3
Organizations
0
Locations
2
Events
1
Relationships
3
Quotes
Document Information
Type:
Financial report / quarterly investor letter
File Size:
2.92 MB
Summary
This document is a page from a financial report (likely an investor letter) by Boothbay, detailing the fund's performance and strategy for late 2016 and early 2017. It discusses the concept of 'Platform Beta' and how the firm attempts to minimize exposure to crowded market positions through 'First Loss' allocations and niche strategies. The report provides specific performance percentages for Q4 2016 and YTD 2016 across various investment categories (Fundamental L/S, Quantitative, Other) and notes an expected increase in volatility for Q1 2017 attributed partly to the incoming Trump Presidency.
People (1)
| Name | Role | Context |
|---|---|---|
| Donald Trump | President (Elect/Incumbent) |
Mentioned as 'the Trump Presidency' in the context of expected market volatility and macro events for Q1 2017.
|
Organizations (3)
| Name | Type | Context |
|---|---|---|
| Boothbay |
The entity issuing the report, discussing their strategy (Boothbay Fund Management).
|
|
| Goldman Sachs |
Cited in Footnote 4 regarding Prime Services data on hedge fund net exposure.
|
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_026669' at the bottom of the page.
|
Relationships (1)
Footnote 4 cites Goldman Sachs Prime Services Weekly report.
Key Quotes (3)
"At Boothbay, we generally run with limited net equity market exposure (on average 6-8% historically) and have maintained low correlation to market indices."Source
HOUSE_OVERSIGHT_026669.jpg
Quote #1
"We expect the Trump Presidency, additional"Source
HOUSE_OVERSIGHT_026669.jpg
Quote #2
"Within our Multi-Strategy platform, the 'Other' category was the largest contributor for both Q4 and 2016 overall"Source
HOUSE_OVERSIGHT_026669.jpg
Quote #3
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