A New Fund to Keep My Eye on

The Dover Long Short Sector Fund (DLSAX). High turnover and 1.75% expense ratio but it seems to be holding up with a basically flat return for the year.

We are creating a couple more model portfolios for our subscribers next year, one of which is a Long Short Sector Rotation Model. I wonder how our model will perform compared to this fund. At the very least it could provide a benchmark for the new model.

We are also looking into creating a Long Short Country Rotation Model and a Commodity Trading Model (CTA), similar to a manged futures hedge fund.