- The strategy aims to benefit from market volatility and momentum while securing returns in flat markets with an investment process that combines momentum, carry and risk balancing
Aquila Capital, the alternative investment company, is launching a next generation CTA UCITS compliant-fund that will be managed by its Systematic Trading Group. The AC-Adaptive Trends Fund (the ‘Fund’) combines various investment strategies such as momentum and carry with an innovative risk-balancing portfolio construction method allowing it to implement long and short positions. This combination enables the strategy to benefit from market momentum and volatility whilst profiting in less-trending markets, which differentiates the strategy from most other CTAs.
The Fund aims to generate positive performance in most market conditions by investing in global futures contracts across equities, bonds, commodities and currencies, enabling a broad diversification of the strategy. The Fund has started with over 30 million EUR in assets under management.
Compared to more traditional CTAs, the strategy is designed to be more responsive in respect of trend-changing environments due to its portfolio construction methodology as well as its unique insights, leveraging the team`s experience and knowledge in artificial intelligence, econometrics, mathematics and theoretical physics.
The Systematic Trading Group includes Urs Schubiger, Fabian Dori and Dr. Egon Ruetsche. The team joined Aquila Capital in early 2017. Together, they have more than 30 years of combined research and portfolio management experience in managed futures and quantitative equity strategies. Their expertise has already gained recognition in the German Finanzen Verlag’s 2018 Fund Awards, in which the AC-Adaptive Diversification 12 Fund EUR B was ranked number three in the Absolute Return Strategies category for its performance in 2017.
Urs Schubiger, Member of the Systematic Trading Group, comments:
“There is strong demand from investors for liquid yet diversifying strategies. We believe that now is an excellent time to launch our AC-Adaptive Trends Strategy because of the high degree of uncertainty and renewed volatility in global financial markets.”
Manfred Schraepler, Head of Financial Assets and Liquid Private Markets, continues:
“We are delighted to offer our investors access to a team with a strong pedigree and an innovative CTA UCITS-compliant fund, which will be a cornerstone of our growing offering of liquid alternative investment strategies.”
About Alceda
Aquila Capital develops alternative investment solutions for institutional investors worldwide. Founded in 2001 and owner-managed, the investment company considers itself a fiduciary for its clients and applies a holistic approach to managing customised real assets and financial assets.
Aquila Group’s client base consists predominantly of institutional investors in Europe and Asia. Over 200 professionals located in ten offices globally implement efficient investment strategies via fund structures and individual mandates. The Aquila Group comprises Aquila Capital Investmentgesellschaft mbH, which is licensed by the Federal Financial Supervisory Authority (BaFin) to act as an alternative investment fund manager in Germany, and Alceda Fund Management S.A., which is licensed as an alternative investment fund manager and UCITS management company in Luxembourg by the Commission de Surveillance du Secteur Financier (CSSF).
For further information, images or appointments please contact:
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Aquila Capital
Daniela Hamann
Tel.: +49 40 87 5050-150
Fax: +49 40 87 5050-129
E-Mail: presse(at)aquila-capital.de
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E-Mail: aquila(at)citigatedr.co.uk