Global Opportunities Fund targets medium to long-term capital appreciation with reasonable investment risk linked to Asset Class specific allocation based on regional macro development and relative positioning of monetary cycles. With each Asset Class (Equity / Fixed Income / Commodity / Alternatives) a individual strategy is being deployed to achieve overall a balanced risk / return profile. The fund may be exposed to currency risk via the currency denomination of the respective Asset Class.
- Global Equities
Long – we focus on undervalued businesses that offer above average Long Term return potential due to the combination of their Financial Strength, Quality of Business and Shareholder-oriented Management.
Short – we take positions in investments that we believe to be either victims of the cycle / industry they operate in (facing deteriorating industry dynamics or company / industry specific risk) or in premium (lofty) valued stocks which might face market saturation / increasing competition or weakening business economics.
- Fixed Income
A flexible mandate allows the Fund to invest in diversified portfolio of fixed income obligations with a euro-weighted average portfolio duration between 3 to 15 years, achieved via selective Global Bond Funds and/or ETFs investments.
- Commodities
The Fund invests in various commodity strategies and targets diversification and inflation protection in the context of overall Fund profile and strategy. The Fund might invest in derivatives & commodity linked instruments providing exposure to Energy, Metals (Precious / Base), Livestock, Grain & Softs.
- Alternatives
Currently the Funds strategy includes Cash, Real Estate & Volatility (the latter two in the form of ETFs / ETNs). With AUM>100mn EUR, the Fund will start to explore asset allocations complementary to Capital Market instruments in order to enhance the Risk/Return potential with investments into Real Estate, traditional Private Equity and Venture Capital.