Investment Objective
The objective of the Fund is to achieve long-term capital appreciation. To achieve this, the Invenomic strategy adopts 3 core principles: 1) investing in fundamentally sound companies 2) disciplined short selling and 3) diversification – an essential risk management tool. The strategy employs a value-biased, sector agnostic and long/short approach, investing in all-cap equities predominantly within North America.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 0.1 | 0.5 | 0.6 | 0.8 | 1.0 | 0.4 | 0.2 | 0.9 | 0.5 | 0.1 | 0.1 | 0.9 | 0.2 | |
| 2020 | 0.4 | 0.4 | 0.6 | 0.2 | 0.0 | 0.3 | 0.8 | 0.9 | 0.8 | 0.1 | 1.0 | 0.3 | 0.8 |
