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TAO’s Alternative Opportunities Strategy aims to extract and monetize alternative investment opportunities in Equity, Rates and Foreign Exchange markets.
In order to achieve continued capital appreciation, while reducing drawdowns, the discretionary multi-asset strategy focuses on implementing uncorrelated OTC transactions which exploit structural dislocations, resulting in a highly diversified and well-balanced portfolio. Strategy investments target risk premia of second and third derivation such as volatility and correlation.
The drawdown optimisation is achieved through combining the opportunity investments in the portfolio with long volatility positions in all asset classes. The long volatility positions are an essential strategy component and are continuously employed in the portfolio.
The strategy shows a low correlation to traditional asset classes and has a live track record over more than 11 years and assets under management over 500mio EUR. It is investable in two formats, an AIF and a UCITS fund.
With the launch of its Systematic Commodity Strategy in a UCITS vehicle First Private wants to close a gap in the market for actively managed commodity funds.
While the strategy has already been implemented within First Private's multi-strategy portfolios over the last three years with a total strategy volume exceeding 150mio EUR, the stand-alone offer in a UCITS fund with daily liquidity will provide investors with a means to complement and diversify existing equity and bond portfolios and allowing for an improved risk-return profile.
The fund invests in a total of 14 commodities from the energy, base metals and precious metals sector. Agricultural commodities and food are excluded from the investment universe.
The strategy relies on ten sub-strategies based on seasonal patterns, shape of commodities futures curves or price momentum. The implementation in a long/short approach introduces more diversification potential and investment opportunities compared to a traditional long only commodity investment.
The portfolio is completely realigned on a monthly basis in order to be able to react flexibly to current market developments.
Quantessence aims to bring the Euroclear Infrastructure closer to the market for Savings Products.
The Quantessence platform takes care of operations, set-up and data management for financial institutions. By builing a pipeline between the distributor of a savings product and its hedge or asset providers the platform generates hedge information and executes asset orders for individualised investment products. As a result, distributors such as insurers and private banks can easily build their distinct range of individualised and protected savings products.
Quantessence is part of Euroclear, one of the world’s preeminent financial infrastructure providers.
Sierra Capital GmbH provides financial services that comprise investment broking and investment advice according to § 1 KWG as "tied agent", as defined in §2 (10) KWG, solely in the name, for the account and under the liability of AHP Capital Management GmbH, Hochstraße 29, 60313 Frankfurt.