FUND & CLIENT PORTAL

Pilot House Equity Opportunities Fund is a liquid, U.S. equity-focused alternative investment fund that employs an active, event-driven investment approach. Pilot House’s proprietary algorithms identify both long and short investments opportunities based on oversold/undervalued stocks in US equity markets. The strategy delivers long-term alpha through statistical analysis, fundamental credit analysis and disciplined risk management.

The Fund’s objective is to earn a higher risk-adjusted return compared to investing in the S&P 500 with a similar to higher compounded rate of return over a three to five-year period. The Fund is offered in both USD and CAD currency classes.

FUND INFORMATION

Inception Date September 13, 2017
Administrator Harmonic Fund Services
Prime Broker Interactive Brokers
Counsel Travers Thorp Alberga
Domicile Cayman Islands
Fees 1.5% management / 20% performance fee
High Water Mark Yes (no reset)
Canadian Investors Yes
U.S. Investors IRA only
Withdrawals Monthly

Client Portal

Fund Information

Inception Date ‘September 13, 2017
Adminstrator Harmonic Fund Services
Prime Broker Interactive Brokers
Counsel Travers Thorp Alberga
Domicile Cayman Islands
Fees 1.5% mgt / 20% perf fee
High Water Mark Yes (no reset)
Canadian Investors Yes
U.S. Investors IRA only
Withdrawals Monthly

Client Portal
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