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Quant Value Fund – Unlocking Potential, Maximizing Returns.
In the dynamic landscape of financial markets, the Quant Fund is tailored for investors seeking exposure to US equities and alternative underlying that have historically overperformed the SP500 and MSCI World. Our focus is to identify the top performers in the market, handpicking the cream of the crop for your investment journey.
Through advanced quant filtering, we select the best companies using a variety of metrics with our scoring model. Utilizing mathematical, statistical, and logical models, we evaluate historical returns, volatility, and correlations, incorporating also macroeconomic factors to guide decisions. Our fund is structured to uphold comparable risk and volatility to the market while delivering exceptional absolute returns.
Your investment deserves tailor made solutions, and that’s precisely what the Quant Value Fund delivers. Join us on a journey where every investment decision is guided by expertise, every strategy is rooted in innovation, and every outcome is measured by your success. Seize the opportunity today and step into a future where financial excellence is not just a possibility – it’s a promise.
The primary objective of the fund is to achieve long-term growth and generate returns that outperform the MSCI World benchmark index. This will be accomplished through investments in a diversified portfolio of companies originating from the Americas, as well as from around the world, and, to a lesser extent, in alternative opportunities across various industrial sectors that have demonstrated solid performance in recent years.
The management of the fund's investments will focus on the constant pursuit of maximum profitability within the parameters of an appropriate asset allocation and an understanding of the associated risks. Our investment management team will adopt a quantitative approach to identify investment opportunities and proactively manage risks.
This investment policy is established permanently, with a review and adjustment every 6 months. During each review, market conditions, investment strategies, and fund objectives will be evaluated to ensure they remain consistent with our commitments to maximize long-term performance and exceed the benchmark index.
The fund will seek to maintain a diversified portfolio to mitigate specific risks associated with individual investments. Diversification will be achieved through a broad selection of equities using an internal methodology that assesses factors and carefully selected alternative assets, with the aim of optimizing the balance between risk and return.
Investment Style / Market CAP: The fund’s investment strategy encompasses both growth and value, across large market capitalizations.
Historical Performance: Data spanning ten years (2014-2023), indicates significant growth in hypothetical USD 10,000 investments since inception, with additional monthly return statistics and volatility comparisons provided against the SP500 index.
Note: Acceptance of the fee template is required, which includes terms regarding the fees charged for managing the account. Im going to provide you the template in IBKR.
