Finex Investment Strategies

Our investment strategies are a product of our years of market experience, research and IT development.

ODYSSEY

SRI Systematic Long/Short Equity fund

Program Overview

Odyssey Green Planet is an award winning long/short equity fund investing in the global megatrends of population growth, global population migrations, rising energy costs and consumption, as well as increased water consumption. We invest in these megatrends via companies involved with energy efficiency, renewable and alternatives energy sectors as well as clean water and waste management companies.

Key Features
  • Equity Long/Short Systematic fund – Based on 3 equally weighted fundamental valuation
    styles (GARP, Relative Value, Risk Adjusted Returns).
  • Variable Long bias from 20% to 110% (net); Gross Leverage of 200%.
  • Target Performance 20% a year, target volatility 12%
  • Trades listed US Equities including ADRs for global exposure with a comprehensive exclusion list based on North European Pension Requirements.
  • Socially Responsible Investment

TRITON

SRI Systematic Long Only Managed Account

Program Overview

Triton is the Long only version of Odyssey Green Planet. The principal difference is that the short book has been substituted by negatively correlated models in listed equities based on pure technical analysis. The additional benefit of Managed Accounts for experienced investors is the ability for cross margining at the Prime Broker. Execution is routed via Bloomberg EMSX to any subscribing Prime Brokerage Firm.

Key Features
  • Equity Long Systematic fund – Based on 3 equally weighted fundamental valuation styles (GARP, Relative Value, Risk Adjusted Returns).
  • Long Only from between 75% to 100% depending on market cycle.
  • Target Performance 15% a year, target volatility 12%
  • Trades listed US Equities including ADRs for global exposure with a comprehensive exclusion list based on North European Pension Requirements.
  • Socially Responsible Investment.

MECHANISED

Managed Futures Mid Term Strategies

Program Overview

The Mechanised portfolio is based on the same models which the Team have been trading for a number of Tier 1 institutions since 2001. The strategies include intraday, short term trend, and multiple phase trend followers and momentum models. Even the intraday strategies are low frequency which keeps transactions to a minimum. Execution is routed via Bloomberg EMSX to any subscribing Clearing Broker.

Key Features
  • Multiple Trading Strategies across multiple Assets – all exchange listed.
  • Notional funding accepted.
  • Target Perfromance 10-15% a year, target volatility 5-8%.
  • No Commodities – unaffected by Socially Responsible Investing themes.
  • Trades all Listed ultra liquid European and US Futures, FX, Bonds, Indices.

 

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