The fund maintains a variable bias that is currently net-long. However, due to the higher volatility of the short positions in the portfolio, the beta-weighted net exposure is typically lower.

The Preservation Trust does not make large bets on any one sector. Instead, the fund invests in a variety of sectors to mitigate sector and company specific risks. The manager will rotate sectors as opportunities present themselves.

The fund invests in both Canada and the United States.