Investment Strategy

New Paradigm Fund pursues an actively traded long/short equity strategy focused on highly liquid, large- and mega-cap U.S. equities. The approach uses short-term tactical momentum trading, with variable market exposure as conditions change.

The team evaluates the primary trends of major indices and seeks securities with strong price action relative to the market and their peers. In-depth technical analysis is considered alongside company fundamentals, market sentiment and potential growth catalysts. These inputs inform security selection and trading decisions.

Return of capital is as important as return on capital. The portfolio emphasizes liquid securities so the team can reduce exposure during uncertain or volatile periods and reposition as opportunities develop. Cash, position sizing and hedging are tools in the risk-management process.

Risk-management measures may not be successful. Investing involves the potential loss of capital, and there is no assurance that investment objectives will be achieved.