Abaris Defensive Equity (UCITS V)

Investment Philosophy

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.

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 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.

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
  • Focus on tech and biotech companies with superior Fundamental Return growth of >30% p.a. and on quality growth companies with crisis resistant Fundamental Return growth of >10% p.a.
  • Attractive risk-adjusted return potential and asymmetric payout profile (higher upside than downside participation)
  • Little overlap with other active or passive equity funds (focus on high growth tech and biotech companies)
  • Investments in companies overproportionally benefitting from mega trends (“pure plays”) with long runway for growth

Key Fund Characteristics


Attractive Risk-Adjusted Returns

Expected Long-Term Return

10-20% p.a.


Equity Volatility
Lower Beta in Sharp Equity Market Sell-Offs

Market Capitalization Focus

All Caps, Focus SMID-Caps

Equity Positions

80-120 Equities
(Investment Universe: >7,000 Equities)

Sector Allocation

  • Defensive Sectors
  • Biotechnology Sector
  • Technology Sector

Portfolio Construction

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

≥ 3 Years


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


Cloud Computing

New Energy

Fuel Cell Technology


Healthcare Technology

Share Classes

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* Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.

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