Maverick Fundamental Quant UCITS

Investment Objective

The fund seeks to generate long-term capital appreciation and positive returns across most market environments. To achieve this objective the fund invests both long and short in a diversified portfolio of equity securities by deploying Maverick’s proprietary quantitative stock selection model against a proprietary universe of securities inferred to be commonly held by fundamental hedge funds. Each quarter the portfolio is rebalanced to 100 long and 100 short investments, equally-weighted within side, with target exposures of 200% gross, 120% long, 80% short, resulting in a portfolio with 40% net-long exposure and a 1.5-to-1 long/short ratio.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.4 0.7 0.3 0.5 0.3 0.2 0.3 0.4 0.9 0.3 1.0 0.1 0.6
2018 0.4 0.1 0.4 0.1 0.4 0.0 0.4 0.5 0.3 0.8 0.7 0.8 0.5

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.