HGC CREDIT OPPORTUNITIES FUND


The Funds primary objective is to generate absolute returns with an emphasis on capital preservation and low correlation to traditional equity and fixed income markets. The fund invests in market neutral credit strategies including: Pending Maturities, Near Money Convertible Arbitrage, Corporate Actions, Reorganizations, & Capital Structure Arbitrage. The portfolio uses low leverage and low duration to limit interest rate risk and corporate credit risk.

 

 YEARJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD*INCEP**
HGC CREDIT20190.62%1.13%0.10%-1.45%--------0.38%46.97%
HGC CREDIT20180.97%0.42%1.33%0.97%0.59%0.29%0.15%-0.55%0.42%1.32%1.12%0.43%7.70%
HGC CREDIT20170.93%0.86%1.00%0.23%0.62%-0.32%0.11%0.21%0.38%0.69%0.94%0.24%6.06%
HGC CREDIT2016-0.53%1.25%5.70%0.34%1.16%1.93%1.95%1.87%1.52%1.36%1.06%1.37%20.58%
HGC CREDIT2015---0.14%4.21%1.87%-0.10%-1.14%1.45%1.60%-1.40%-0.37%6.30%
TSX***20198.74%3.15%1.01%3.22%--------16.94%25.80%

PDF | March 2019 Investor Letter

PDF | HGC Credit Opportunities – Investor Presentation