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

Mechanised marries two fundamental model sets. The first, historically named Daredevil, was launched in 2001 and is an impulsive short to medium term trend follower which uses time as well as price-based exits. The second covers the very short term or intraday space and is based on the highly successful Volcano models which were at the heart of the ASM (Arrow Systematic Methods) series of private placements in 2012 to 2013.

Key Features

  • Managed Futures Short /Medium Term Strategies
  • Target Performance 20% a year, target volatility 10%
  • 100% UCITS Compliant – no Commodities no SRI Risk
  • Available to US and EU Professional Investors
  • Notional Funding available – no Management fees
  • Only uses Exchange Listed Futures

 

 

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