Investment Approach

• Excalibur selects hedge funds on the basis of:

  • Funds having a consistent track record and low correlation for a minimum of 36 months.
  • Funds with significant manager’s stake.
  • Fund managers with impeccable references.

• Investment Strategies
  • Long short: fundamental
  • Arbitrage
  • Long short: statistical
  • Distressed Securities
  • Event Driven
  • Multi-strategy funds
  • PIPES
  • Protected Notes
  • Utilization of Options and Futures

• Manager Selection
  • Extensive due diligence and ongoing monitoring
  • Diversification among approximately funds
  • Value-driven investment philosophies
  • Manager skill is critical

• Proven Track Record
  • 12 years since inception
  • Industry relationships
  • Roster of hedge fund managers

• Protection against Currency Depreciation
  • Gain Canadian market exposure