Acadia Fund

Acadia Fund, L.P. has been actively managed since December 31, 2002. We were profitable in each of these years—including 2008 (when the S&P 500 Index was down 37 percent). Our superior returns were achieved with much lower volatility than our benchmark – the S&P 500 Index

  • We invest in securities of firms trading on a U.S. stock exchange; and we seek to use a combination of investment approaches.

  • At our core, we are stock pickers—driven by a multi-factor model which relies on relevant financial returns and valuation metrics.

  • The securities identified by our multi-factor model are further analyzed using  fundamental and technical analysis.

  • Our use of more than one investment approach is intended to reduce short-term volatility in the portfolio, and produce consistent positive returns.

  • We have used our understanding of the yield curve to dramatically reduce our net long equity exposure after the yield curve turned negative in 2007.  This yield curve focus in 2007 and 2008, contributed to our performance success in 2008.



Copyright 2011, Acadia Fund, L.P.