Beaconcrest Partner Fund

Beaconcrest Partner Fund implements an absolute return strategy with a focus on capital preservation. The fund utilizes a long-short equity strategy focused on large and mid-cap US stocks that is sustainable, repeatable, and scalable. Using a blend of quantitative, fundamental, and macro analysis, we first start with the ranking process on our investment universe of 1200 securities, from that we identify a long basket and a short basket for further research. Once a stock has met certain critical variables based on our quantitative screening model we perform a fundamental review of that company. If successfully reviewed by the fundamental process, the stock is eligible for inclusion into the portfolio. Target position sizes are determined by the risk criteria we apply in the portfolio construction process. We than trade the position based on attractive short term technicals. The average holding period for a stock within the portfolio is 3 to 6 months. The same criteria for all investments is applied, with a forward looking bias. We balance risk, return and future outlook when making decisions on all investments.

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    Kevin M. Divney,CFA, is Founder and Chief Investment Officer of Beaconcrest Capital Management Mr. Divney has managed equity portfolios on behalf of institutional clients since 1993 and founded Beaconcrest in 2009.

    Prior to Beaconcrest, Mr. Divney was at Putnam Investments from 1997-2008 where he served as CIO of Mid Cap Growth. Mr. Divney managed $8bn across two US Growth Strategies, was a member of the firm’s Investment Committee, and was awarded “Asset Manager Risk Manager of the Year” in 1999 by Risk Magazine.

    From 1993 – 1997 Mr. Divney was Portfolio Manager at FranklinPortfolio Associates (Mellon) where he was responsible for managing US and International equity portfolios of over $1bn for US pension fund clients.

    Mr. Divney has over 300 media appearances to comment on markets and stocks on CNBC, Bloomberg TV and Radio, Fox Business, etc. Divney holds an M.B.A from Northeastern University, a B.A in Economics from Boston University, and also holds the Chartered Financial Analyst designation.