UniInstitutional Equities Market Neutral

The UniInstitutional Equities Market Neutral Fund employs a pair-trading equity strategy in Europe (including the Nordics and the UK), with a core focus on the industrials and financials sectors. The portfolio is managed by Florian Merkel and Jonas Horsch, who have extensive experience in quantitative and discretionary long/short strategies. The investment process follows a five-stage framework: Industry assessment (sector data trackers, growth and competition analysis), Profit analysis (earnings screens and projections, deviations vs. consensus), Valuation analysis (business model review, valuation metrics), Positioning analysis (qualitative and quantitative assessment of positioning and flows), Investment decision (identification of entry opportunities in spreads) The final portfolio typically includes approximately 140–220 positions (i.e., 100 long/short spreads), which are roughly equally weighted. Risk is managed dynamically in a systematic manner, including the use of stop-losses, take-profits, and continuous monitoring of factor exposures.