Long-term Growth Risky Assets

The strategy is very simple, we invest in the future of a particular instrument (Equities and ETFs) only. Typical investment horizon of an investment is 2 years unless the manager believes there is a solid reason to hold on the position. Meaning that no positions would be evaluated (unless any significant news occur) before the 2 year horizon. When it comes to asset allocation, the fund has no pre-set rules or guidelines. The fund targets to hold at least 8 positions, with the most risky positions holding less than 5% of the allocation. This is deemed as a risky fund, with no use of leverage. We aim to entirely depend on the Bloomberg Terminal as well as EIKON Thomson Reuters as main sources for the analysis performed.