Helicon Global Equity

Overview

Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Heptagon Capital
Portfolio Manager Arnaud Gandon, Alex Gunz
Fund Currency USD
Fund AUM $22m
Fund AUM (GBP) £17m
Fund AUM as of 29 September 2017
Fund Inception 14 April 2011
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The objective of the Fund is to achieve absolute returns of 8-10% annualised, with reduced market correlations. The Fund is structured as a long / short equity portfolio with the Investment Manager using a combination of both quantitative and fundamental analysis to construct the portfolio. Typically the Fund will be concentrated on long stock positions with short listed future contracts and total return swaps used to manage the Fund’s net exposure.

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