Our investment philosophy is based on the compelling logic that equity returns of individual companies always follow their fundamental value creation in the long-term. Hence, positive Fundamental Returns (value creation) are the single most important determinant of long-term investment success.
Abaris Defensive Equity seeks to provide investors with superior risk-adjusted long-term equity returns. The fund invests in a broadly diversified portfolio of hyper 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 (crash protection).
The fund invests globally and free from any benchmark and market cap orientation.
Attractive Risk-Adjusted Returns
Lower Beta in Sharp Equity Market Sell-Offs
All Caps, Focus SMID-Caps
(Investment Universe: >7,000 Equities)
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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