The Global Equity Alpha Fund

This fund is a first on two fronts for Absolute Return Partners - a first ever equity product and a first UCITS III fund.

Stockrate Asset Management has managed live money since early 2008 and performed phenomenally well, so this is not an un-tested idea. The starting point is that sell-side research adds no value, earnings estimates are meaningless and valuation should therefore not enter the frame as a parameter in the decision process. What matters is quality of earnings, balance sheet strength and a proven ability to consistently deliver superior results.

In order to further improve risk-adjusted returns, 15-20% of the portfolio will be invested in volatility instruments, a strategy which is expected to reduce the portfolio volatility by 30-40%. The risk-return profile will therefore resemble that of a long/short equity fund, although we have no shorts and no leverage is used. All in all a very liquid strategy with a below average risk profile.

Here are some of the key points you should be aware of but please do follow the link below for complete, detailed information;

• Stock R8 is the result of 15 years development conducted by Bjarne Jensen and his team 
• The StockR8 approach is based on the assumption that companie's behavioural pattern is highly repetitive
• The emphasis is on high quality companies with strong earnings power and superior financial strength
• More traditional factors, such as valuations or forecasting, do not play a material role in the stock selection process.
• The StockR8 approach eliminates a major source of human error in the investment process.
• A hedge overlay via a 15-20% allocation to volatility instruments is likely to reduce volatility considerably

E-mail us now to get prospectus and fact sheet for this fund