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ACR Alpine Capital Research’s MQR Fund available on several mutual fund platforms


ACR Alpine Capital Research’s ACR Multi-Strategy Quality Return (MQR) Fund is now available through Pershing's FundVest and FundCenter Platforms, TD Ameritrade and Schwab's Mutual Fund Marketplace, as well as other broker-dealer mutual fund platforms.

The MQR Fund is an open-end mutual fund registered under the Investment Company Act of 1940. The fund maintains both A-Shares and Institutional I-Shares (MQRAX/MQRIX).
“We are very pleased that the MQR Fund is now available on a number of mutual fund platforms,” says Darryl Grayson (pictured), ACR’s managing director in charge of the firm’s business development and client relations effort through financial intermediaries. “We’re deeply committed to our philosophy of only investing in what we know and making it clear that valuation is everything. The MQR Fund combines the latitude to go anywhere to find opportunities with the intellectual rigor and discipline to only invest in those securities that are the most undervalued in the marketplace.”
The MQR Fund is managed to preserve capital from permanent loss during periods of economic decline, while seeking above-average absolute and relative returns in the long run. The MQR Fund is managed by ACR’s investment team led by Nick Tompras, the firm’s president, founder and chief investment officer. Tompras is joined by portfolio managers Willem Schilpzand and Tim Piechowski, who are also senior analysts.
MQR is invested in a limited number of securities believed to possess superior valuation and risk-adjusted return characteristics, unconstrained by security type or asset class. Although the fund primarily focuses on long-only equities (including those domiciled outside the US), it may also invest in debt and derivative securities as well as engage in valuation-based arbitrage and opportunistic shorting.
“The creation of the MQR Fund represented a milestone moment in ACR’s history,” says Tompras. “The fund expresses our foundational investment principles and analytical process, while drawing from a broader selection universe.”
ACR introduced its flagship Equity Quality Return (EQR) strategy in April of 2000. EQR is an all-cap, long-only strategy guided by three principles: protecting capital, generating a satisfactory absolute return and outperforming the market over the long term. The MQR Fund (launched in 2014) is guided by the same core principles and analytical process as EQR.
EQR has traditionally been offered in the form of an account separately managed for each investor, but ACR also makes its services available through other vehicles.

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