EquityStar Energy Fund up 18% YTD 2011 and Tops all Energy Funds Despite Market Volatility

Share Article

Fueled by returns of 14% in August while most markets had their worst month of the year, EquityStar is up over 18% year to date despite this year’s market volatility. EquityStar was named best energy fund of the month by Barclays for best returns in April, June and August this year and was rated the highest score by Morningstar for its transparency.

EquityStar attempts to generate a return strictly based on the relationships between its longs and shorts, sort of in a vacuum if you will, regardless of what the overall market is doing outside of the windows of the “fortress” that EquityStar has built

EquityStar is a socially responsible elite investment and wealth advisory firm created to provide traditional and alternative asset management exclusively to sovereign wealth funds, government funds, institutional investors, corporate retirement plan sponsors and certain qualified individuals. The alternative investment fund utilizes an equity long/short strategy with a focus on the energy sector and seeks to generate positive absolute returns in rising, falling, volatile, and range-bound markets.

The equity long/short strategy aims for returns of 25-35% annually while attempting to keep volatility between 7-10%. The market neutral strategy attempts to hedge most of the general market risk and volatility out of the portfolio. EquityStar expects to be managing $500 million by end of 2012, with a target of $1.5 Billion at full capacity.
A few of the much sought after features of EquityStar include independent tier 1 service providers such as independent auditors and independent fund administrators, full transparency, weekly liquidity, no lockups, oversight by an outside risk manager, and a financially strong custodian to protect the assets.

The fund trades in the universe of the most liquid global energy sector companies and is open to new, accredited only investors. EquityStar was formed as a Master Feeder structure to accommodate U.S., non-U.S. and U.S. tax exempt investors. Ex- Bear Stearns veteran Steven Zoernack is the managing partner and chief investment officer of EquityStar and serves as portfolio manager for the fund.

"EquityStar attempts to generate a return strictly based on the universe of the relationships between the energy sector longs and shorts it created, sort of in a vacuum if you will, regardless of what the overall market is doing outside of the windows of the “fortress” that EquityStar has built," says Gregory S. Law, Senior Vice President for the fund.

Investment in the Fund is not available to the general public.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Investor Relations
Visit website