Finlabo Dynamic US Equity

Overview

Fund Strategy Equity Long / Short
Fund Geography US
Investment Advisor Finlabo SIM
Portfolio Manager Alessandro Guzzini, Anselmo Pallotta
Fund Currency GBP
Fund AUM £7.7m
Fund AUM as of 30 April 2018
Fund Inception 18 May 2010
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

This is a North American equity fund with long-short strategy, which invests in a portfolio of selected North American stocks and protects the exposure to the stock market in a dynamic way by selling short futures contracts on referenced stock indexes (S&P 500). Both the process of stock picking and the process of hedging the equity portfolio is implemented using quantitative models developed by the investment manager Finlabo SIM. The fund aims to provide in the medium/long term positive annual absolute return above EONIA+400b.p., independently from the market conditions. The fund is actively managed to control risk, and targets an annual volatility lower than 12%.

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