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.
Superior Risk-Adjusted Long-Term Returns
Lower Beta in Sharp Equity Market Sell-Offs
All Caps, Focus SMID Caps
(Investment Universe: >7,000 Equities)
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.
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.
The portfolio companies in the Abaris Defensive Equity fund currently benefit from megatrends, such as:
* Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.
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