About
the Triwizards Fund LP
Formed in September 1998, THE TRIWIZARDS FUND, L.P. is
a domestic long only fund that principally invests in
branded consumer and retail-oriented public stocks. Triwizards’
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.
Since inception, the Triwizards Fund has produced a 19.5%
annual compounded return before performance fees
and 16.7% after performance fees. Triwizards typically
holds 15 to 25 long positions.
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.
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