Superior Risk-Adjusted Returns
Grow Alpha US Equities Long/Short Strategies (Grow Alpha), is a US-equities-focused fund that utilizes proprietary quantitative strategies to gain an edge by leveraging on underappreciated opportunities in the US stock market. The fund aims to generate superior risk-adjusted returns over the long term while actively managing risk at a suitable level in order to achieve wealth preservation and long-term capital growth.
Grow Alpha’s investment strategy focuses solely in the US stock markets, namely NADSDAQ and the NYSE, targeting only large and mid-cap equities through direct investment and derivatives. The fund implements a rigorous 8-step quantitative methodology to shortlist stocks for their high conviction list. Long or/and short positions are prudently selected from this list while incorporating a target risk level. This methodology embodies best-in-class practices in cyclical analysis, price behaviour, momentum analysis, portfolio management, proprietary synchronized synergies, scalability, prudent leverage and risk management. Prudent risk management ensures that diversification of risk is achieved by appropriately allocating positions across the selected equities and the portfolio is downside protected through the use of derivative positions.
The investment management team has a combined two decades worth of investment experience, with each individual having specific expertise in the areas of risk management, investment and trading expertise, and application of quantitative technologies. These expertise enables the team to deploy their trading strategies efficiently, while ensuring that risk is adequately managed. Prior to October 2022, the investment management team launched the Grow Alpha Fund Australia in September 2018 which has achieved +80.2% consolidated performance since inception (vs the S&P500’s +23.6% over the same period).
8% - 15%
per annum target return (before fees)