AQC Algert Global Equity Market Neutral


Fund Strategy Market Neutral
Fund Geography Global
Investment Advisor Algert Global
Portfolio Manager Peter Algert
Fund Currency EUR
Fund AUM €34.1m
Fund AUM (GBP) £29m
Fund AUM as of 18 September 2019
Fund Inception 12 February 2018
Fund Indices AH Market Neutral UCITS Index

Fund Objective

The fund is based on the same investment philosophy and process as Algert Global‘s flagship Global Equity Market Neutral offering, which was launched in 2005. The Fund seeks to deliver returns that are independent of global equity markets and other sources of systematic risk by exploiting inefficiencies that result from various behavioural and cognitive biases. The Fund blends fundamental analysis with a systematic, repeatable investment process to implement long/short positions across global equity markets. Three primary stock selection strategies (Relative Value, Quality and Catalyst) are used to rank the relative attractiveness of each stock within a broad investment universe. These rankings are combined with proprietary measures of risk and trading costs in order to construct a highly diversified, risk-controlled market neutral portfolio.


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