Generating excess long-term return from asymmetric upside/downside capture.

In a mature bull market with high historical valuations and low interest rates, expected return from pure equity beta is low. Active fund management is required to generate a meaningful return in such an environment. By taking less downside risk whilst capturing a sufficient amount of upside, the fund aims at generating a higher return than the broader market over the long haul. Losses are mitigated through rigorous risk management, whilst time-tested, robust, investment criteria drive participation on the market upside.