Specialists in the Financial Services industry employing a low net strategy to deliver positive returns across all market environments
North Reef Capital deploys a low net, long/short equity strategy focused on the US Financial Services sector, leveraging an existing alpha generation investment process made better in an independent fund structure.
Why Us
By driving the investment narrative across the Financial Services industry, the North Reef Capital investment team is earlier to identify emerging stock specific stories, to anticipate inflections in earnings, and to recognize changes in sentiment – thus optimizing returns while reducing volatility.
Our Experience
Founder and CIO, James H. Hanna, III, has spent 18 years analyzing the US Financial Services sector, with his most recent four years spent running what we believe to be one of the street’s largest Financials books. Mr. Hanna is differentiated by the breadth of his ~ 250 stock coverage universe and his experience investing across all 15 major subsectors of Financials. Continuity exists within an investment team that has been in place for three years.
Our Focus
North Reef Capital invests in the US Financial Services sector, targeting a low volatility P&L stream with a hyper focus on preservation of capital. The Financial Services sector is ideal for the strategy as industry characteristics translate into lower levels of stock volatility.
Our Track Record
The low net strategy Mr. Hanna brings to North Reef Capital has been battle tested, producing 16 years of consistently positive annual returns across extremely different market environments, while maintaining low volatility characteristics.