Welcome to Morgan Creek Funds

Yusko discusses Yahoo as a potential takeover target on Fox News

Mark Yusko discusses “Where to Invest in Tech” on Fox Business

Experts Only

Q2 2016 Market Review & Outlook
Mark W. Yusko, CEO & CIO

Contrary to recent media coverage, Seth Klarman is not most well known for being another billionaire who has just changed party loyalties in the current Presidential race, but rather for his incredible investing acumen that has generated 16.4% annual compounded returns for his investors over a remarkable thirty-three year career as the Chief Investment Officer of the Baupost Group. For all of you pulling out the calculators, yes, this amazing track record has compounded $1 into $150. Klarman grew up outside of Baltimore, the son of a college professor and a high school teacher, which helps explain his reputation for being incredibly intelligent, but it takes more than intelligence to be a great investor. Growing up near Pimlico Race Course there are rumors that he gained an interest in numbers at the track (as well as a love of race horses which continues today) and decided to attend Cornell and study math. However, as one who personally changed majors three times, this author can attest to the fact that college plans often change. Thanks to his early interest in the “stock pages,” perhaps, or some other influence (mine was a girl), he ended up followings his father’s footsteps and graduated with high honors and a degree in economics.

Morgan Creek Global Equity Long/Short Fund
Tax Reporting: Form 1099
Management Fee:

0.75%
(Waived from 1.00%)
Incentive Fee: None
Lock-up: None
Minimum Initial Investment: $50,000
(25k incremental amounts)
Liquidity:



Quarterly with 95-day notice via tender offer, at the discretion of the Board of Trustees
Structure:



Registered Investment Company ("RIC")
(Registered under the 1933 and 1940 Act)
Morgan Creek Tactical Allocation Fund
  • Class A

    Symbol: MAGTX
    NAV: $10
    Change: -.09
    As of Date: 9/06/2013
    Inception Date: 9/19/2013
    Minimum Investment: $2,000
    Fiscal Year End: March 31
    Liquidity: Daily
    Structure: Mutual Fund
    An alternative mutual fund expressing Morgan Creek's global views on asset allocation
  • Class I

    Symbol: MIGTX
    NAV: $10.79*
    Change: -.09
    As of Date: 9/06/2013
    Inception Date: 8/15/2013
    Minimum Investment: $1 Million (Class I)
    Fiscal Year End: March 31
    Liquidity: Daily
    Structure: Mutual Fund
    An alternative mutual fund expressing Morgan Creek’s global views on asset allocation

    *Subject to the discretion of the advisor
  • Class C

    Symbol: MCGTX
    NAV: $10
    Change: -.09
    As of Date: 9/06/2013
    Inception Date: TBD
    Minimum Investment: TBD
    Fiscal Year End: TBD
    Liquidity: TBD
    Structure: TBD