About Mosaic Partners LP
Formed in September
1998, MOSAIC PARTNERS, L.P. is a domestic hedge fund that
principally invests in branded consumer and retail-oriented
public stocks. Mosaic’s goal is to produce superior risk
adjusted returns
by employing a selective approach to investing - the “Mosaic
Approach” - a comprehensive, research intensive
stock picking process. Mosaic has produced a 10.9% annual
compounded return since inception.
Mosaic typically holds 15 to 25 long positions. Short exposure
is managed thru sector and market indices.
Typical exposures are:
Risk is managed both on an individual position basis and
with respect to the overall portfolio. The Fund is also
managed in a tax sensitive manner that has primarily generated
deferred and long term capital gains since inception.
Performance
| |
MOSAIC PARTNERS |
S&P 500 |
S&P RETAIL |
| |
ANNUAL |
|
|
| 2007 |
+7.6% |
-0.8% |
+2.7% |
|
| 2006 |
+18.8% |
+13.6% |
+9.4% |
|
| 2005 |
+4.9% |
+3.0% |
-1.2% |
|
| 2004 |
-11.2% |
+9.0% |
+21.6% |
|
| 2003 |
+6.0% |
+26.4% |
+42.2% |
|
| 2002 |
+5.3% |
-23.4% |
-24.1% |
|
| 2001 |
+27.4% |
-13.0% |
+8.4% |
|
| 2000 |
+3.4% |
-10.1% |
-16.4% |
|
| 1999 |
+28.6% |
+19.5% |
+21.1% |
|
|
| |
SINCE INCEPTION |
|
|
| Cumulative thru Oct.31 |
+113.1% |
+41.5% |
+98.7% |
|
| Annualized thru Oct.31 |
+9.7% |
+4.2% |
+8.4% |
|
|
| |
| |
|
MOSAIC PARTNERS |
|
|
S&P 500 |
|
|
S&P RETAIL |
|
|
|
