INVESTMENT PRODUCTS
Risk-Return profile for Investment Goals
When it comes to making investment decisions, we believe that asset class is immaterial. Instead, we advocate a goals-based approach to investing:
All investments should be evaluated solely on their risk return streams, and linked back to investor goals.
Enhancing returns without increasing risk requires taking a proprietary-approach to investing.
Investment Products by Risk-Return profiles
Based on our risk-return based thinking, our investment strategies fall under three key investor goals they help achieve:
Steady Cash Flow: Regular income stream with capital preservation
Absolute Returns: High, predictable return stream with limited drawdown
Equity Absolute Returns (EQAR - MLD)
A combination of multiple active non-directional equity investment and trading strategies that aim to generate absolute returns across different market conditions. The strategy targets ~18% annualized returns, with an investment horizon of
6-months.
A combination of multiple active commodity trading strategies that aim to generate absolute returns across different market conditions. The strategy targets ~18% annualized returns, with an investment horizon of 6-months.
Compounders: Long term wealth creation with intermediate significant drawdown
A discretionary, long term, value equity strategy that focuses on investing in quality companies, across market capitalizations, that are available at a significant discount to intrinsic value. The strategy targets ~24% annualized returns, with an investment horizon of ~3 years.
A strategy that invests in structured and distressed credit opportunities with high asset cover and strong underlying cashflows and uses innovative product structures to hedge enforcement risks. The strategy targets ~18-24% annualized returns, with an investment horizon of ~3 years.
A multi-factor based systematic equity strategy with a quality - value blend and a hedge overlay to protect against downside risks. The strategy targets ~5% to 7% per annum of Alpha over the benchmark index with an investment horizon of ~3 years.