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Content © 2013-2019 Constantia Capital LLC. All rights reserved.
Registered in New Jersey, New York, and Pennsylvania.
Past performance is not a guarantee of future results.  Strategies involve risk of loss of principal.

Large-Cap 130/30

Bloomberg ID:  CCLC130 <Equity>       Morningstar ID:  F00000V6EA

The Constantia Capital Large-Cap 130/30 strategy is designed to exceed its benchmark, the Russell 1000 index as measured by IWB, by 150 bps annualized after fees over a full market cycle, with moderate risk relative to the benchmark.

Risk Controls relative to Benchmark

¹ Ex-Ante i.e. based on forward looking estimates at time of rebalancing

² Discounted fees are available to accounts over $25 million.

³ Performance Fee is charged on excess over benchmark, with high-water marks, and available only to qualified

  clients as defined by Rule 205-3 of the Investment Advisers Act of 1940 (17 CFR 275.205-3).

⁴ At time of rebalancing