GAVIN Special Opportunities Fund
Over the past year, we endeavoured to partner with two industry leading investment managers to provide a unique opportunity for our clients. The primary motivations that inspired us to undertake this mission were as follows.
- To provide return enhancement potential when the historic equity bull market falters; and,
- To participate in the economic benefits that will arise from the application of cannabinoid-based drugs to treat epilepsy, brain cancer, dementia and a host of other diseases.
Accordingly, in July 2018, we launched GAVIN Special Opportunities Fund and made our initial investments in Horseman Global Fund and CB1 Wellness Fund LP.
CB1 Wellness Fund is a cannabis-focused hedge fund operating from New York. Portfolio holdings are focused on cannabinoid-based solutions and biopharmaceutical applications and therapies. Prior to his work with CB1 Capital, founding partner and chief investment officer, Todd Harrison spent almost three decades on Wall Street managing risk and researching financial market strategies. He was also the founder and CEO of Minyanville Media Inc., an Emmy-winning financial media company covering global markets in real time.
Based in London, England, Russell Clark has been managing Horseman Global Fund since February 2001 with a distinct and unparalleled strategy. Uncommon investment opportunities are identified by focusing on breakdowns in correlations. Historically, this approach has delivered results that are not synchronized with broad equity markets. For example, during the financial crisis from October 2007 to March 2009, when the S&P lost more than 50%, Horseman Global returned over 35% to its unitholders. Since the fund’s inception, investors have earned an annualized return of 10.75% (as of 30-Apr-18).
For more information on this exciting investment opportunity, please click the link to view profile page. >
Important Note
This material is provided for informational purposes only and does not constitute a personal recommendation by GAVIN. Nothing contained in this release is intended as a solicitation to invest.
Investment Management
