Maverick Fundamental Quant UCITS
|Fund Strategy||Equity Long / Short|
|Investment Advisor||Maverick Capital|
|Portfolio Manager||Lee S Ainslie III, Riad M. Abrahams|
|Fund Inception||04 September 2015|
AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative
The fund seeks to generate long-term capital appreciation and positive returns across most market environments. To achieve this objective the fund invests both long and short in a diversified portfolio of equity securities by deploying Maverick’s proprietary quantitative stock selection model against a proprietary universe of securities inferred to be commonly held by fundamental hedge funds. Each quarter the portfolio is rebalanced to 100 long and 100 short investments, equally-weighted within side, with target exposures of 200% gross, 120% long, 80% short, resulting in a portfolio with 40% net-long exposure and a 1.5-to-1 long/short ratio.