Absolute GEM Fund
Invests long and short in a full range of emerging markets’ assets including equities, futures, exchange traded funds and derivatives.
Philosophy
To take advantage of long and short term price movements and valuation anomalies within Global Emerging Markets. Utilising a top-down quantative country selection model augmented with bottom up fundamental stock research. In addition we seek to protect investors’ assets using a disciplined investment approach.
Objectives
Return objective 15% (net) per annum in US$ with a 15% volatility.*
Performance
Risk Control
Key Strengths
- Experienced Team - Highly experienced (average 13 years) and fully resourced team. The bulk of the global team has been together for over 5 years using the same investment process.
- Team Approach - A unique team structure ensures an improved quality of investment decision. Clients receive input from all members of the team, not just individual Fund Managers.
- Stock Selection - Highly methodical and proven stock selection process incorporating initial screen and subsequent ranking system.
- Quantitative Input - We use an investment model in a defined manner, which gives a solid, disciplined approach. Judgmental overlay is then applied by the team to finalise asset allocation.
Performance (as at 30 April 2008)
Investment Team (Lead Manager: Richard Fairgrieve)
*Investments are subject to risk and there is no guarantee that these investment objectives will be achieved
** Unless part of asset allocation decision
Past performance should not be taken as an indication or guarantee of future performance