Revolution Capital Management

Mosaic Institutional Program

Year-to-Date
-6.96%
Minimum Investment
$ 25,000,000
Management Fee 0.00%
Performance Fee 25.00%
Annualized Volatility 12.33%
Sharpe (RFR=1%) -0.05
CAROR -0.43%
Assets $144,000,000
Worst Drawdown -32.09
S&P Correlation 0.11

Summary

The Mosaic Institutional Program utilizes the same strategies as the Mosaic Program but targets a volatility that is about 0.40x that of Mosaic. This yields an annualized volatility of about 12% for Mosaic Institutional vs. 30% for Mosaic.