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Funds  /  The Hillside Fund

Hillside (2).png

$18.4K

Assets Under Management

0%

Management Fee

0%

Performance Fee

2.71%

YTD Return (as of 05/28/2024)

Key Strategies

Fundamental Long-Only

Equity Capital Markets

Qualitative Analysis

Sectors

Technology

Consumer Discretionary

Financials

About Hillside

The Hillside Fund is an actively managed portfolio overseen by an investment committee made up of seven equity analysts and portfolio managers. Managing over $18K in assets, the committee takes a qualitative approach to its investing, following a rigorous criterion to identify strong and risk-averse equities. Through its thoughtful analysis and carefully constructed guidelines, Hillside excels at mitigating risks, despite maintaining concentrated positions. This delicate combination proves excellent for risk management and the potential for outsized returns.

Portfolio

Take a look at the largest holdings within The Hillside portfolio. To learn more about these positions, dive into our quarterly and annual reports published on our investor relations page.

The Committee

The standards for the analysts on the Hillside committee are just as rigorous as the equities themselves. Our analysts and managers have a deep understanding of capital markets, and each specializes in a broad set of industries or branches of knowledge that ensure their insight is a valuable addition to the committee. An analyst only earns a position on the committee after passing thorough testing and meeting capital requirements that ensure management interests are aligned with general shareholders.

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