Maverick Fundamental Quant UCITS


Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Maverick Capital
Portfolio Manager Lee S Ainslie III, Riad M. Abrahams
Fund Currency USD
Fund Inception 04 September 2015
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

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.


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