Long / Short Equity
Elizabeth Park’s flagship Fund focuses on the listed equity securities of banks and thrifts within the financial services sector in a long/short vehicle. Our goal is to target 12-15% net of fee annualized returns over the credit cycle.
Event Driven
Elizabeth Park uses a long only strategy focusing on mid, small and micro-cap U.S. banks in many cases with market capitalization of less than $2 billion and all publicly traded. The goal of the Event Driven Fund is to identify the most likely sellers over the next three years through M&A transactions. Our goal is to target 15-20% net of fees annualized over the credit cycle.
Customized Portfolios
Since December 2010 Elizabeth Park has created bespoke portfolios for institutional investors in the financial services investment space.