Investment Objective
The objective of the Plurimi AI Long/Short Equity Strategy is to achieve capital appreciation through a combination of owning a portfolio of global stocks with attractive valuation, growth and quality factors and shorting stocks with poor quality, momentum and value characteristics. The strategy combines a100% allocation to the Plurimi Global Equity strategy and 50% allocation to the Plurimi AI short strategy and is rebalanced monthly. Stock selection is driven by artificial intelligence with machine learning techniques.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.8 | 0.1 | 1.0 | 0.6 | 0.8 | 0.0 | 0.1 | 1.0 | 0.3 | 0.6 | 0.8 | 0.9 | 0.8 | |
| 2023 | 0.0 | 0.3 | 0.5 | 0.3 | 0.5 | 0.5 | 0.8 | 0.1 | 0.2 | 0.2 | 1.0 | 0.0 | 0.3 |
