LSEQ yields 1.84% · ARCC yields 10.82%● Live data
📍 ARCC pulled ahead of the other in Year 1
Combined, LSEQ + ARCC cover 0 of 12 months — good coverage
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LSEQ is the first known hedge fund to ETF conversion in the industry. The fund aims to optimize returns while managing risk amid evolving market conditions by balancing long and short positions in US large and mid-cap stocks. The fund utilizes a multifactor model for long positions and a dedicated short model to identify potential underperformers. The approach is a proprietary macroeconomic regime model, which classifies market environments into value, neutral, or momentum regimes. This model determines gross and net exposure levels, value, quality, profitability, and momentum. Industry group selection is based on perceived alpha opportunities, focusing on sectors exhibiting the highest return dispersion. To manage risk, the fund maintains long and short exposures to counteract downside tail risk, gauged by the Sortino ratio. Investments may include T-bills, derivatives, limited foreign exposure, and reverse repurchase agreements. LSEQ started with $3.64 million in net assets.
Full LSEQ Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.