Author-driven fund with a strong connection to the manager, Óscar Ramírez Molina.
The Fund may invest directly or indirectly, through UCITS, between 0-100% in equities, fixed income (public or private), and other eligible assets in accordance with current regulations, without predetermined allocation to any specific category. Fixed income includes deposits and money market instruments, whether listed or unlisted, provided they are liquid, with no predetermined constraints regarding issuer type (public or private), duration, or credit quality. There are also no limits on asset allocation related to currency, geographical areas (including emerging markets), sectors, or capitalization. The Fund may invest between 0-100% of its assets in financial UCITS that qualify as eligible assets, whether harmonized or non-harmonized (excluding those from the group). Investments in small-cap equities or low-credit-quality fixed income may negatively impact the Fund’s liquidity.
As a Global Fund with dynamic management and flexible asset allocation, it is not benchmarked against any specific index. By combining various strategies, the Fund aims to exploit price inefficiencies/anomalies during periods of heightened volatility, with the goal of reducing drawdowns (maximum loss relative to the last recorded maximum NAV).
