The fund is designed to be a hybrid of traditional and hedge fund products. It takes a diversified multi-asset approach, able to go long and short in equities whilst diversifying across bonds, cash, real estate, currencies and commodities. The dual aim is to preserve capital over the short term whilst outperforming inflation over the course of a market cycle.

The managers seek to identify assets that can outperform a range of criteria specific to each asset class while detecting market dislocations and quantitatively forecasting risk premiums. Our proprietary AI and machine learning tool supports the managers by analysing thousands of stocks and over 60 data points daily. It filters the stock universe, makes recommendations for further analysis by the managers and informs top-down asset allocation.

Our approach aims to manage risk and remove emotion from the stock selection process whilst ensuring human judgment and experience continue to drive returns through asset allocation and macroeconomic views.