Quadriga Aqua UCITS

Investment Objective

Quadriga AQUA UCITS is a protected US equity strategy focused on 1) capital preservation, 2) large absolute returns during risk on markets, and 3) flat to low negative returns in hostile markets. The strategy combines the benefits of a core long 100% US Equities (Futures) protected with a long-only insurance program where both components are rebalanced monthly to their neutral weights. Managed on a discretionary basis following a disciplined framework and risk limits which include 1) no leverage, 2) no outright shorts, 3) long only options, combining fundamnetal top-down macro, bottom-up micro, quantitative, technical, and positioning analysis, within a disciplined framework for portfolio construction and risk management.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.7 0.3 0.8 0.7 1.0 0.5 0.9 0.9 0.6 0.7 0.5 0.9 0.8
2022 0.5 0.7 0.4 0.2 0.9 0.9 0.1 0.8 0.3 0.0 0.6 1.0 0.6

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.