Investment Objective
Parus Finance runs a flagship global equity long short strategy, which has been managed since 2003. The objective is to generate strong absolute returns through a cycle by taking a fundamental 3-5 year view on investments. The process is comprised of three areas of research: Good Growth, Value Mean Reversion and Balance Sheet Shorts. The fund takes bottom-up fundamentally driven positions in single name equities with the objective to make money on each position independently be it long or short. The conviction-based strategy ensures a concentrated portfolio of best ideas with low portfolio turnover. The overall portfolio has a variable net exposure through the cycle, and flexible mix of growth and value.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.9 | 0.3 | 0.9 | 0.9 | 0.9 | 0.9 | 0.7 | 0.6 | 0.7 | 1.0 | 0.4 | 0.1 | 0.9 | |
| 2024 | 0.3 | 0.2 | 0.5 | 0.5 | 0.1 | 0.0 | 0.2 | 0.7 | 0.6 | 1.0 | 0.5 | 0.6 | 0.0 |
