Tactical blend of fundamental and quantitative analysis to explore market opportunities and risks in global equity markets

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Global Equity Framework

type:

Equity

Benchmark:

MSCI World Index

Key facts:

Concentrated selection of 10-20 high-conviction stocks

Sector-agnostic approach focused on identifying the best risk-adjusted opportunities

Proprietary quantitative and qualitative analysis framework

Key Objectives:

Understand potential risk-adjusted patterns across full market cycles

Explore downside protection concepts during market downturns

Analyze balanced exposure to 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 assessments to evaluate competitive positioning and industry dynamics

Combined integration of top-down and bottom-up analysis

risk management:

Dynamic market analysis to optimize risk-adjusted returns

Evaluation of position sizing and sector exposure limits

Assessment and potential application of tail-risk hedging strategies for enhanced downside protection

strategy benefits:

Designed to systematically identify and capture potential sources of alpha

Balanced exposure to quality compounders and opportunistic value plays

Aims for reduced drawdowns and lower volatility relative to the broader market

portfolio fit:

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

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