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Aquila Capital’s Algert Global Market Neutral Fund underlines strategy’s potential with strong initial performance

2018-09-05 | Alceda

  • 2018 ITD Return of 4.94 % 1
  • Investment strategy with daily liquidity has a low correlation with equity markets

Hamburg, September 5, 2018 – The UCITS equity fund AQC1 Algert Global Equity Neutral Fund launched by Aquila Capital and San Francisco-based investment manager Algert Global LLC, has returned 4.94% to investors since launch on February 12, 2018. "We are pleased with how the fund has performed since its launch, delivering performance that is positive and uncorrelated to broader equity markets,” said Jan Bratteberg, Partner and Head of Investment Strategy at Algert Global.

The Fund offers a daily liquidity and UCITS-compliant market-neutral equity market strategy. Algert Global has been running a daily liquidity strategy since July 2015 while its offshore global equity market neutral strategy was launched in 2005. "With the launch of the AQC1 Algert Global Equity Market Neutral Fund in February of this year, we are offering investors access to a manager that has managed global market-neutral equity strategies for over 13 years. The strategy has held up in the volatile market environment of recent months and generated positive, market-independent returns," says Manfred Schraepler, Managing Director and Head of Financial Assets at Aquila Capital.

The Fund aims to generate a positive return with an annualized volatility of 6% to 8% regardless of the stock market performance, taking long and short positions. It blends fundamental analysis with what it believes to be a disciplined, systematic investment approach and employs a diverse set of proprietary models to create a stock-specific forecast while attempting to control systematic risks. The strategy focuses on longer-term signals where there appears to be less crowding, lower decay rates and more stable opportunities.

 

Algert Global has joined Aquila Capital’s AQC platform, which offers a range of alternative UCITS strategies via its Luxembourg-based fund platform. The AQC platform provides IT infrastructure, risk management, compliance and distribution services to fund managers, enabling them to concentrate on their core business of managing liquid alternative strategies.

Investors can access the Fund via a range of share classes.

1 ITD Return from 12.02.2018 to 31.08.2018, Share Class EUR C. Returns are net of fees and expenses.  Past performance is not indicative of future results.

About Algert Global

Algert Global focuses on managing global absolute return and active long-only strategies for both institutional and private investors. It was founded in 2002 by CEO Peter Algert with the goal of becoming recognized as "best-in-class" in systematic active equity investing.

Algert believes there are inefficiencies in global equity markets, leading to inefficient forecasts of the sustainability of firms’ earnings. These are a result of the behavioral biases of human market participants and the firm believes they are best exploited by a quantitative and repeatable investment process. Its process uses three manifestations of market inefficiencies in conjunction with one another to develop a single conviction on every stock in its investment universe.

The first strategy launched by Algert Global in April 2003 was a US equity market neutral strategy. In the ensuing two years several regionally focused market neutral strategies were developed and ultimately led to the formation of its flagship global equity market neutral strategy in June 2005. The core investment team has worked together since 2004 and each member can demonstrate an academic background in quantitative investing.

Algert Global is based at One Maritime Plaza, Suite 1525, San Francisco, CA 94111, USA. The firm currently manages in excess of USD $2 billion across absolute return and benchmark-relative active 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).

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Pressekontakt Aquila Capital:
Daniela Hamann
Aquila Capital
Valentinskamp 70
20355 Hamburg
Tel: +49 40 87 5050-150
E-Mail: daniela.hamann[a]aquila-capital.com

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