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EQUITY HEDGE FUNDS
The company currently manages two equity hedge funds:
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SKILLED TEAM
Based in Zug, Switzerland, and Grand Cayman, Cayman Islands, our skilled team of portfolio advisors and traders have tried and tested experience in European equity markets. |
PRAGMATIC APPROACH
We are fundamental investors that combine both top-down and bottom-up analysis to identify companies that are intrinsically undervalued or overvalued. Our fundamental, competitive and investigative research is further supported by technical analysis and good stock picking skills.
As part of our strategy, we may also seek to identify a catalyst or event that will trigger the generation of alpha. |
RESEARCH PROCESS
Our research process is based on a 10-point rating system and the ability to take a "360 degree" view of target companies.
We do not exercise a preference for either value or growth stocks. Instead, we try to identify investment opportunities with compelling risk/reward characteristics. |
INVESTMENT OBJECTIVES
The funds' objective is to deliver risk-adjusted returns of 8% per annum net of fees with a volatility of 4-8% and low correlation to equity markets.
To minimise risk, we maintain high levels of liquidity by investing principally in mid- and large-cap stocks. We run concentrated portfolios of between 20-40 stocks and our largest position is less than 10% of the fund's total assets under management. |
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