Investment Objective
The Perspective Invest American Absolute Alpha UCITS Fund will aim to provide positive absolute returns by employing a long /short equity investment strategy that is focused predominantly on North America. The mandate of the Fund is to deliver longer-term capital appreciation for investors within a low, but variable net exposure framework of -20% to +20% that does not subject investors to the cyclicality of broader equity markets. The team’s investment process synthesizes fundamental bottom-up analysis with top-down analysis, with an emphasis on risk assessment and quantitate analysis in a process that has been labelled Alpha-Rollup.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.8 | 0.3 | 0.3 | 0.6 | 0.8 | 0.9 | 0.3 | 0.9 | 0.4 | 0.3 | 0.6 | 0.5 | 0.7 | |
| 2023 | 0.7 | 0.7 | 0.1 | 0.8 | 0.9 | 0.8 | 0.1 | 0.6 | 0.9 | 0.8 | 0.8 | 0.6 | 0.1 |
