The Long and Short of It Podcast
Monthly Portfolio Moves and Market Recap
Get an inside look at how professional portfolio managers navigate markets.
Each month, the investment team behind the Oak Harvest Long Short Hedged Equity Fund (OHFGX) shares how they positioned the portfolio, what market trends they’re tracking, and how their strategy adapts to changing conditions.
This isn’t market noise, it’s a transparent discussion of what we thought, what we did, and how it played out. If you're looking to understand how active management works in real time, this podcast gives you direct access to the decision-makers.
Our Latest Update
- Market Perspective – what we were watching heading into the month
- Portfolio Moves – long and short positions we emphasized and why
- Risk Management – how hedging programs and positioning evolved
- Performance Review – how OHFGX fared vs. peers and benchmarks
- Trends to Watch – insights into the industries and themes driving change
Chris Perras
Chief Investment Officer
Charles Scavone
Director of Investments
James McFarland
Head of Trading
Together, they discuss where they see value, what they’re avoiding, and how they balance conviction with caution in managing risk.
Episode Library
September 2025: Episode 3
Hello and welcome to September 2025 episode of The Long and the Short of It,…
July 2025: Episode 1
Hi and welcome to the July 2025 monthly market mashup video for the Oak Harvest…
Important disclosures:
Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.
Investing involves risk, including possible loss of principal. The Fund is not insured or guaranteed, and returns may fluctuate. Consider objectives, risks, charges, and expenses before investing. Read the prospectus carefully, available at oakharvestfunds.com or by calling (833) 549-4121. Not FDIC insured. No bank guarantee. Distributed by Ultimus Fund Distributors, LLC (Member FINRA).
