High Alpha strategies
Capacity constraints
Please note, to ensure we can maximise future performance and protect the interests of existing investors, many of these ‘high alpha’ strategies carry capacity constraints, which could result in them becoming closed to new investments from time to time.
Key High Alpha strategies
| Strategy | Target out-performance | Process |
|---|---|---|
| Global | ||
| Global Dynamic | 4% pa |  |
| US | ||
| US Dynamic* | 3-5% pa | |
| Europe | ||
| Europe Dynamic Mega Cap* | >4% pa | |
| Europe Dynamic (ex UK)* | >4% pa | |
| Europe Dynamic 1 * | >4% pa | |
| UK Dynamic 1 * | 5% pa | |
| Asia | ||
| Asia Alpha Plus* | n/a |  |
| Tokyo Alpha Plus* | n/a | |
| Japan Alpha Plus* | n/a | |
| Emerging Markets | ||
| GEM Focused** | 3-5% pa | |
| Currency | ||
| Sterling Managed Currency Plus*** | +15% pa |  |
1 Currently closed to new clients
* OEIC/SICAV structure
** Only available on a segregated basis
*** Six equal weighted sources of alpha: 5 quantitative, 1 qualitative
In today’s low-return investment environment, we recognise that investors have to work harder to achieve their target returns.
To assist, we have developed a range of ‘high alpha’ investment strategies that aim to achieve above-average levels of excess return against their benchmark.
Typically aiming for an excess return of 4%+pa, all these strategies are aggressively managed.
They use the same proven processes we apply to our core products. However, they have the freedom to allow portfolio weightings to deviate significantly from their benchmark index.
This allows each investment team to focus on their best ideas and minimise/disregard exposure to less compelling stocks.
Key to symbols
| Risk | ||||
|---|---|---|---|---|
| Process | Low | Med | High | |
| Behavioural finance |  |  | | |
| Research driven |  |  | | |
| Manager driven |  |  | | |
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