Public Equities
A single long and a single short
portfolio built by one team, based on
one set of investment decisions
Our investment and trading teams follow a unified, disciplined process that drives a single set of investment decisions. Investors can choose from five different exposure profiles, allowing them to benefit from our stock-picking expertise in a way that best suits their needs.
Hedged Equity
Our hedged equity strategy endeavors to deliver consistent, uncorrelated returns while also preserving capital in market downturns. The strategy seeks to hold a balance of publicly traded long and short equity securities for the entire portfolio and each region and sector in which we invest.
Levered
For those seeking higher beta strategies, Maverick Levered is managed in the same manner as the hedged equity strategy but generally deploys twice the exposure.
Market Neutral
Our market neutral strategy is designed for investors seeking to eliminate broader market risk and maximize the impact of individual security selection, while maintaining 0% net exposure. The neutral strategy invests in substantially the same publicly traded equity securities, with the same relative weightings, as our hedged equity strategy.
Long
Our long-only strategy targets 100% long exposure without leverage. Aside from the absence of short positions, it invests in substantially the same publicly traded equity securities, with the same relative weightings, as our hedged equity strategy.
Long Enhanced
Our active extension strategy targets 130% long and 30% short exposure. The strategy invests in substantially the same publicly traded equity securities, with the same relative weightings, as our hedged equity strategy.
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OUR OBJECTIVE
Our overarching objective is to develop and maintain a reputation for both ethical conduct and a record of performance in which every Maverick partner and employee can take great pride.
Lee Ainslie
Founder
Maverick Competitive Advantages
33 Year History
Reputation, relationships and experience built over more than three decades.
Stable Capital
Patient investor base allows for long-term investment horizon
Private Insight
Deep knowledge of private market landscape
Quantitative Edge
20-year proprietary quantitative research effort
Short Expertise
Virtually 100% of short exposure comprised of individual shorts
Team Depth
Talented, deep and experienced team
Focused Leadership
Energy and dedication driven by co-CIOs
Fundamental Investment Strategy
A disciplined, research-driven approach to identifying long-term investment opportunities across global equity markets.
Long and Short Equity Balance
Maintain a balance of long and short equity investments within each region and industry
Security Selection–Driven Performance
Performance driven by individual security selection and long and short alpha generation rather than by timing of markets or sector rotations
Investing Based on Risk and Return
Seek the best investments globally based on risk versus return, not value or growth characteristics, market capitalization or index weighting
Mid- and Large-Cap Equity Investing
Invest primarily in mid- and large-cap equities
Long-Term Fundamental Insight
Engage in intensive, fundamental research to develop a long-term strategic view of industries and companies, which forms the basis for security selection decisions
Investment Philosophy
Flexible, Strategic, Risk-Aware Approach Rooted in Fundamentals
Deep Fundamental Analysis
Focus on true value drivers such as business model, market structure, competitive edge and risks.
Strategic Market Orientation
Evaluate stock drivers, pinpoint what will move the stock and how. Isolate variance vs. consensus KPIs.
Stylistic Flexibility
Seek under-appreciated, sustainable earnings power relative to consensus assessment across sectors, geographies and factors.
Risk Management
Size positions to limit capital impairment. Evaluate multi-year IRRs relative to volatility.
