Acadia Asset Advisors, based in New York, NY, is the managing entity behind Acadia Fund, L.P., an actively managed investment fund that has been in operation since December 31, 2002. Despite the challenging market conditions of 2008, when the S&P 500 Index experienced a significant decline, Acadia Fund remained profitable every year, showcasing superior returns with lower volatility compared to its benchmark.
With a focus on securities of U.S. stock exchange-traded firms, Acadia Fund employs a combination of investment approaches. Their core strategy involves utilizing a multi-factor model driven by relevant financial returns and valuation metrics, which is further complemented by fundamental and technical analysis. By employing multiple investment approaches, Acadia Fund aims to reduce short-term volatility in the portfolio while consistently generating positive returns. Additionally, their astute understanding of the yield curve allowed them to effectively adjust their net long equity exposure during the negative yield curve period of 2007 and 2008, contributing to their successful performance in 2008.
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