Investment Objective
The CS Small and Mid Cap Alpha Long/ Short aims to generate absolute positive returns by exploiting the inefficiencies of the small and mid-cap markets in Europe with a focus on German speaking countries. The objective is to create a portfolio that has lower volatility, less correlation with the equity markets and a better risk-adjusted performance than a long-only fund.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.7 | 0.7 | 0.7 | 0.1 | 0.9 | 0.3 | 0.8 | 0.1 | 0.4 | 0.0 | 0.9 | 0.9 | 0.2 | |
| 2023 | 0.5 | 0.9 | 0.4 | 1.0 | 0.2 | 0.9 | 0.6 | 0.4 | 0.1 | 0.5 | 0.6 | 0.6 | 0.7 |
