Focused Market Neutral Equity

Investment approach

This strategy based on fundamental research aims to deliver absolute returns with reduced market risk through high conviction pair ideas in up and down markets. By exploiting market inefficiencies within sectors, industries and throughout the value chain, the strategy expects to generate alpha on an incremental basis. Through rigorous risk management, the strategy aims to minimize potential permanent loss of capital and enhance diversification through a portfolio with low correlation to traditional asset classes.

Key Characteristics

  • Provides access to a fundamentally-driven manager’s alpha generation skills with a tremendous track record
  • High conviction absolute returns strategy driven by fundamental approach
  • Aims to enhance diversification with low correlation to traditional asset classes
  • Targets value added in both up and down markets with lower volatility
  • Consistent, disciplined and repeatable process