The fund is always fully invested in global equities, typically holding 30 long and 30 short positions in seeking an attractive risk-adjusted return. Minimum and maximum positions of 2% and 5% ensure each holding has a meaningful weight within the diversified portfolio. The Fund seeks to control volatility at a target of 10%. Gross and net exposure are kept at 150% and 50%. 

Our proprietary AI and machine learning tool analyses thousands of stocks and over 60 data points daily to filter the universe, make buy and sell recommendations and inform top-down asset allocation by the managers. The managers assess the case behind the model’s recommendations and use its signals to help time actions, but they can only buy a stock if the system has first recommended it. Sell recommendations are actioned without question.

Our approach aims to manage risk and remove emotion from the decision-making process whilst ensuring human judgment and experience continue to drive returns.