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 submitted 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 by adopting bearish positions on European equity futures in order to mitigate the portfolio market risk. The fund aims at offering a positive return over a period of 1 year. It uses a basket of European equities, with a market capitalization of at least 1 billion EUR, the majority of which is followed by at least 7 analysts and with a certain average trading volume (generally larger than 2 million EUR), filtered for liquidity.
Strategy Description: A combination of "top down" and "bottom up" analysis. The "top down" process is based on factors such as economic fundamentals and market sentiment (optimism or pessimism of investors as a whole) and produces results such as asset allocation and sector weights. Based on this analysis, the manager will focus the investment on ten areas. The "bottom up" process is focused on the analysis of credit and balance sheets as well as meetings with company management and is applied to every transaction before it is considered an investment.
Investment Target: The fund adopts a strategy that aims at achieving long-term capital growth. The sub-fund may take exposure to equities and bonds and use derivatives for hedging and speculative purposes.
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.