Strategy Description: Systematic screening of stocks based on fundamentals. This proprietary model generates a cross-sectional classification for all sectors, with the sole exception of the financial sector. The result of the selection is then subjected to a qualitative analysis of the securities that will make up the portfolio. We also reserve the right to take active coverage of the fund's exposure to the financial markets.
Investment Target: The fund adopts a long/short strategy taking bearish positions on global equity futures in order to mitigate the portfolio market risk. In addition to the objective of outperforming the benchmark, the fund aims at offering a positive return over a period of 1 year. A basket of more than 6,000 stocks is used worldwide, with a market capitalization of at least 1bn USD, the majority of which is followed by at least 7 analysts and with a certain average trading volume (generally larger than 2 million USD), filtered for liquidity.
LONDON 32 Ludgate Hill
+44 20 7193 9583
MILANO Via Turati, 38
+39 02 6269 5038
ROMA Via Calabria, 56
+39 06 4576 3553
LONDON 32 Ludgate Hill | +44 20 7193 9583
MILANO Via Turati, 38 | +39 02 6269 5038
ROMA Via Calabria, 56 | +39 06 4576 3553
LONDON 32 Ludgate Hill | +44 20 7193 9583 // MILANO Via Turati, 38 | +39 02 6269 5038 // ROMA Via Calabria, 56 | +39 06 4576 3553
Olympia is regulated by the Financial Conduct Authority of the United Kingdom (FCA), authorized to operate in Italy as a community investment company with a branch, registered in the Consob Register.