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Hedge fund
HEDGE FUND
Investments in stocks and derivatives. Fund has comprehensive legal, operational, and technological infrastructure, fully aligned with leading international standards.
Team follows two-tier investment strategy that allows to take advantage of market inefficiencies while maintaining a stable and balanced portfolio. The fund benefits from the tactical flexibility of Pure Alpha while maintaining the long-term stability of Smart Beta.
Pure alpha - 20%
The Pure Alpha sleeve comprises 8–20 long–short equity and equity-linked derivatives positions, with an investment horizon of one to three months, driven by fundamental analysis. This strategy is designed to generate idiosyncratic returns by exploiting short-term market inefficiencies.
Smart beta – 80%
The Smart Beta strategy forms the core of the portfolio and provides systematic, diversified exposure to global risk premia. The portfolio is constructed using a rule-based allocation framework across equities, sovereign bonds, inflation-protected securities, commodities, gold, and cash. The strategy emphasises risk-adjusted returns, capital preservation, and robustness across economic and market cycles.
Pure alpha - 20%
The Pure Alpha sleeve comprises 8–20 long–short equity and equity-linked derivatives positions, with an investment horizon of one to three months, driven by fundamental analysis. This strategy is designed to generate idiosyncratic returns by exploiting short-term market inefficiencies.
Smart beta – 80%
The Smart Beta strategy forms the core of the portfolio and provides systematic, diversified exposure to global risk premia. The portfolio is constructed using a rule-based allocation framework across equities, sovereign bonds, inflation-protected securities, commodities, gold, and cash. The strategy emphasises risk-adjusted returns, capital preservation, and robustness across economic and market cycles.
