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Bluestone Aalii Absolute Return Fund

DESCRIPTION

The Bluestone Aalii Fund Absolute Return Strategy is a limited partnership investment that seeks to deliver mid-to-high-single-digit annualized returns over the course of a full market cycle. The Fund is designed to provide significantly greater protection against major market downturns and superior risk-adjusted performance versus a traditional income focused strategy combining public equity and debt securities. We seek to identify and allocate capital to investments that are outside the realm of traditional equity and debt securities including alternative investments and private financing opportunities, while maintaining short and medium term liquidity. This flexible mandate allows the Fund to benefit from investments that are uncorrelated to public equity and debt markets, which we believe promotes improved risk adjusted returns and lower volatility.

MANAGERS

  • Brian C. Shevland
  • Lee A. Calfo

RISK TOLERANCE 

Conservative

PORTFOLIO GUIDELINES

  • Position fund to achieve small positive returns each month
  • Seek medium-term liquidity for investors
  • Maintain substantial protection against large market sell-offs

PORTFOLIO STATISTICS (1Q17)

2016 Return 8.03%
Annualized Return 6.81%
Standard Deviation 1.49%
Beta: -0.12
Alpha 7.15%
Sharpe Ratio 4.49
Max Drawdown -0.44%

Please contact us at info@bluestonecm.com

Please contact us at info@bluestonecm.com

All investors in the Bluestone Aalii Fund and Aalii Fund Absolute Return Strategy (Aalii) must be “Qualified Clients,” as defined in Rule 205-3 under the Investment Advisors Act of 1940. An investment in Aalii is speculative and involves risks including that Aalii can and does hold investments in private securities and partnerships. Aalii is not intended as a short-term investment and investors should expect to be able to withdraw their capital from the fund over time based on the liquidity and holdback provisions of Aalii. The purpose of this website is limited to providing you with general information on the fund. The material contained on this website is for informational purposes only; Aalii is not soliciting an action based on such material. The material is not to be construed as an offer or recommendation to buy or sell a security nor is it to be construed as investment advice.  Additionally, the material accessible through this website does not constitute a representation that the investment described is suitable or appropriate for any person in addition, past performance is not necessarily indicative of future results.  

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