Strategies
STRATEGIES
Multistrategy:
Absolute Return
We focus on seeking asymmetric returns both upward and downward. Multistrategy involves combining multiple investment styles to function in all circumstances, even when other strategies fail.
HEDGE FUND
Fibonacci Fund
Our unique multi-strategy approach utilizes a combination of global macro investing and systematic trading strategies.
The fund’s investment objective is to achieve above-average capital growth (+20% p.a.) with an annual volatility of less than 10%. The fund focuses on absolute returns by investing in the most liquid underlying assets (up to 40%) hedged with derivative contracts (up to 60%).
average annual return*
worst month*
cumulative return*
*as of 10.8.2023
IV
DISCRETE MODEL
I
MACRO MODEL
II
SYSTEMATIC MODEL
III
ALLOCATION MODEL
V
RISK MANAGEMENT
MODEL
The Difference Between Traditional & Alternative Strategy
TRADITIONAL STRATEGIES
A
Most investors have 3 to 4 asset classes such as bonds, stocks, real estate, precious metals, or cash. Traditional diversification doesn’t work, as recent fluctuations have shown.
B
Traditional portfolios don’t benefit from diversification, as they tend to move in the same direction during adverse fluctuations.
C
Simply holding multiple ‘diversified’ investments belonging to the same asset class does not reduce volatility or risk – on the contrary, during turbulent times, it quickly increases and compounds losses.
MULTISTRATEGY
A
Exceptional level of diversification and low correlation.
B
True diversification = combination of multiple investment styles.
C
Focus on seeking returns both upward and downward.
D
Alternative strategies = principle of absolute return. Multistrategy operates in times when others fail.
PRIVATE EQUITY
Da Vinci Fund
The private equity fund invests in real assets to deliver returns and added value in any cycle.
The Da Vinci Fund utilizes an opportunistic investment approach through private equity. We focus on companies in healthcare, as well as the distribution and information technology sectors with a focus on pharmacy.
Our goal is to target companies in the defensive sector with above-average growth potential and the courage to change the world.
The strategy for developing acquired companies is based on partnership and close collaboration with management, active management, support for innovation, and providing our expertise and capital structure.
Salvator Mundi, Leonardo da Vinci, c. 1499–1510, detail
the fund’s target return
average annual return*
return since the fund’s inception
*as of 10.8.2023
Sectors
HEALTHCARE SECTOR
- pharmaceutical manufacturing
- distribution
- specialised products and services
- healthcare technologies and innovations
Geographical Focus
- CEE countries
- South Eastern Europe
- emerging markets in Asia
- South America
Salvator Mundi, Leonardo da Vinci, c. 1499–1510, detail
The Advantages
of Real Asset Funds
GLOBAL MACRO
Singapore VCC
Stonebridge Capital VCC is an opportunistic global macro fund.
Our advantage lies in agility and focus on isolating persistent market anomalies identified in academic literature, as well as those discovered by industry experts, enabling us to capture alpha throughout market cycles.
The fund’s investment objective is to generate absolute returns in the medium to long term horizon, with minimal correlation to systematic risk factors. Strategies are based on our investment themes, from which we generate scenarios of future events.
AAA
rating
5
funds
19
years of experience
Insider
We rely on our proprietary in-depth research, which is systematic. We thoroughly analyze emerging risks and opportunities.
