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Abaris Defensive Equity (UCITS V)

Fund Description

Abaris Defensive Equity seeks to provide investors with superior risk-adjusted long-term equity returns. The fund invests in a broadly diversified portfolio of high growth companies from the technology and biotechnology sector as well as in quality growth companies from defensive sectors. The portfolio also includes a permanent, diversified hedge to reduce overall equity market risk.

The fund invests globally and free from any benchmark and market cap orientation.

Key Fund Characteristics

Objective

Superior Risk-Adjusted Long-Term Returns

Expected Long-Term Return

10-20% p.a.

Volatility

Equity Volatility
Lower Beta in Sharp Equity Market Sell-Offs

Market Capitalization Focus

All Caps, Focus SMID Caps

Equity Positions

60-100 Equities
(Investment Universe: >7,000 Equities)

Sector Allocation

Technology Sector
Biotechnology Sector
Defensive Sectors

Portfolio Construction

90-100% Equities
Permanent Equity Hedge (Ø 50%)

> 5 Years

How the Fund is Different

  • Long-term investment success based on a compelling logic
  • Fundamentally different stock selection process based on the Abaris Fundamental Return Concept
  • Growth companies with superior value creation and quality companies with crisis resistant value creation
  • Growth companies overproportionally benefitting from mega trends (“pure plays”) with long runway for growth
  • Little to no overlap with other active or passive funds (focus on small and mid cap, not mega cap companies)
  • Asymmetric payout profile (higher upside than downside participation)

Applied Frameworks

Long-Term

Fundamental Return Concept

Concept to achieve attractive long-term returns, as equity returns are always driven by a company’s fundamental performance in the long-term.

Thus, the Abaris Fundamental Return Concept is the basis of our investment philosophy and applied in all Abaris equity funds.

Long-Term

Collective Investment Intelligence

Systematic analysis leveraging the collective investment intelligence of the world’s best investors by evaluating their equity positions based on mandatory regulatory filings.



Megatrends

The portfolio companies in the Abaris Defensive Equity fund currently benefit from megatrends, such as:

Cloud-Based Software

New Energy Storage

Digital Financial Services

Fuel Cell Technology

Next Gen Biopharma & Genomic Services

Healthcare Technology

Share Classes

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