Coleman and Zhang Capital Management is a Two manager, capital appreciation/growth fund that places the vast majority of capital in our value investment approach. We invest primarily in long-short equities. Less than a quarter of the fund is used for short term bonds supporting our highly liquid approach. Derivatives are also used to hedge our investments. The fund employs no leverage. We take a market-neutral strategy that strives for consistent uncorrelated profits. We derive the strategy from a certain set of value investing principles and from a sense of timing for market cycles which we use as an economic framework to weight/tilt our portfolio.

At Coleman and Zhang, teams are encouraged to perform deep fundamental analysis and identify inefficiencies within pricing. The firm’s founding principle is shared value, we strive to build strong relationships with all of our investors and help them to pursue their financial goals.