Long / Short European Market Strategy

Long / Short European Market Strategy

Target
profitability

20% 5%

Stability

The investment objective

Providing investors a profitable component, greatly exceeding the bank deposit. Offsetting the risks, a market – neutral combination, focused on income generation, as in the fall, and with the growth of the stock market – is formed in the portfolio.

Investment policy

Formation of the portfolio by the acquisition of securities of fundamentally profitable companies of the European market, with strong growth perspectives. Quick sale of securities of revalued companies, with foreseeable future of falling in costs. Number of positions in the portfolio is no more than 20 securities. The risk – management is based on diversification and limitation of the value of one paper – no more than 13% of the total portfolio.

Long-term and short-term positions are always equally valued within the portfolio.

Interactive approach
  • The fundamental analysis of companies in the European market, including a financial assessment of growth perspectives;
  • Search on the European market companies, with a high probability of the loss of capitalisation;
  • formation of investment ideas on the advisability of purchasing the shares;
  • assessment of investment risks and investment horizon;
  • low volatility and reliability of the portfolio by investing in 20 companies, high capitalization yield of which we know and understand in absolute terms;
  • The unique system for reliability risk – management, as it maintains market-neutral position.

Average interest rates on deposits by individuals is in Euro

Investment horizon of 3 years

Индикативный портфель

Management results 2014:
0.18%
2015:
4.56%