Long / Short US Market Strategy

Long / Short US Market Strategy

Target
profitability

20% 5%

Stability

The investment objective

Providing investors with 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 the securities of fundamentally profitable US market companies with strong growth perspectives. Quick sale of securities of revalued companies, with foreseeable future of falling in costs. Number of positions in the portfolio of no more than 20 securities. The risk – management 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 of equal value within the portfolio.

Interactive approach
  • The fundamental analysis of companies in the US market, including a financial assessment of growth perspectives;
  • Search of the companies in the US market, with a high probability of 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 capitalisation 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 the US dollar.

Investment horizon of 2 years

Индикативный портфель

Management results 2013:
30.29%
2014:
13.66%
2015:
2.59%