Schooner Investment Group, LLC is the advisor of the Schooner Fund. The advisor is an independent money manager specializing in equity, equity-linked, and convertible securities. For the past 12 years, the services of the advisor's investment team have been reserved exclusively for global banks, large institutions, and select ultra high net worth individuals. The Schooner Fund was developed as a product specifically designed for the general investing public, executing an investment process focused on striving to deliver superior risk-adjusted performance through a balance of income generation and capital appreciation.
Portfolio Manager:
Gregory R. Levinson
Mr. Levinson has managed the Fund since its inception. He has 15 years of industry experience in equities, equity-linked securities, and derivatives. Greg was formerly a Senior Portfolio Manager for a multi-billion dollar hedge fund where he was the head of global convertible and equity-linked trading. Previously he was the Founder and CIO of Polaris Advisors LP, an equity-linked market neutral manager specializing in convertible arbitrage, equity, and derivative strategies. Prior to forming Polaris he was a Managing Director and Head Trader of convertible arbitrage at BNP/Cooper Neff where he led the U.S. convertibles team. His responsibilities included oversight of all group operations and strategy development. Prior to becoming Managing Director, he was Senior Vice President of Trading and the head trader for Banque Nationale de Paris' ("BNP") proprietary convertibles trading group. Greg is a graduate of The Wharton School of The University of Pennsylvania.
For more information on the Fund's adviser
Schooner Investment Group, LLC please click below.
Mutual fund investing involves risk; principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The fund may also use options and futures contracts, which have the risks of unlimited losses of the underlying holdings due to unanticipated market movements and failure to correctly predict the direction of securities prices, interest rates and currency exchange rates. The investment in options is not suitable for all investors. The fund may hold restricted securities purchased through private placements. Such securities can be difficult to sell without experiencing delays or additional costs.
The Schooner Fund is distributed by Quasar Distributors, LLC.