Fund Description

A multi-strategy fund, launched in March 2016, is the firm’s 2nd flagship fund. The Fund maintains a consistent investment approach with a focus on liquidity, low directional exposure to equity or credit markets. The Fund has three core investment strategies: credit, income-producing utility and growth-at-a-reasonable-price equity. Each underlying strategy aims to exploit inefficiencies primarily in the US markets. Since the Fund’s inception, a disciplined approach to managing the investment process and portfolio risk, combined with a policy of stable strategy biases, has ensured that the Fund has produced solid compounded returns. Those returns exhibit low volatility as well as a low beta to equity and credit markets and have provided meaningful downside protection in difficult market environments.

基金簡介

多元策略型基金,是公司於2016年3月成立的第二支旗艦基金。本基金專注投資於高流動性的二級債券及股票市場。本基金擁有三大核心選股策略:債券、高分紅公共事業類股票及穩健成長類股票。每一個策略都致力從美國市場中獲得穩健超額利潤。自基金建立伊始,一套嚴格的投資流程控制和風險管理方法,結合穩健的投資策略,保證了本基金能夠獲得強勁的複合回報。這些回報顯示出本基金在股票及債券市場中對低波動、低風險的把控力以及在複雜市場環境下的防禦能力。

   

 
Semi-annual review download (Chinese):
下載半年度總結 (中文):