Focused approach combining fundamental analysis and quantitative insights to deliver long-term outperformance

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Concentrated Global Equity Strategy

type:

Equity

Benchmark:

MSCI World Index

Key facts:

Concentrated portfolio of 10-20 high-conviction stocks
Sector-agnostic approach emphasizing best risk-adjusted opportunities
Proprietary quantitative and qualitative analysis framework

Key Objectives:

Generate superior risk-adjusted returns across full market cycles

Provide downside protection during market downturns

Maintain a balanced exposure to both growth and value opportunities

instruments:

Individual equities

Listed options for hedging and yield enhancement

Cash for tactical risk management

Methodology:

Systematic screening using proprietary multi-factor model

Fundamental analysis and intrinsic value assessment

Evaluation of competitive positioning and industry dynamics

Integration of top-down macroeconomic analysis for optimal positioning

Bottom-up approach for industry leaders selection

risk management:

Dynamic portfolio construction optimizing risk-return profile

Strict position sizing and sector exposure limits

Systematic tail-risk hedging for downside protection

Ongoing monitoring of factor exposures and correlation matrices

Regular stress testing and scenario analysis

strategy benefits:

Potential for significant alpha generation through high-conviction positioning

Balanced exposure to quality compounders and opportunistic value plays

Lower drawdowns and volatility compared to the broader market

portfolio fit:

The Concentrated Global Equity Strategy forms the core of our equity allocation, typically 40-60% of the total fund.

It aims to provide strong, risk-adjusted returns over full market cycles, complementing our other strategies with its focused approach and potential for outperformance.