Global Equities Opportunity (GEO)

Specifications

Strategy Description GEO is a quantitative long/short equity strategy focusing on short term mean revision to a long-term trend, in a broad universe of large capitalised global equities. The strategy risk management applies a unique allocation process that reduces exposure during globally systemic events. The strategy targets 8% pa with low correlation to the global equity markets.
Benefits A diversified portfolio of global equities that has low market correlation, especially during systemic events.
Investment Manager Tribelet Capital Management
Structure Managed Account
Management Fees 1% management fee
Performance Fees 15% performance fee
Minimum Investment $100,000
Liquidity Daily
Expected Return 8%
Expected Volatility 12%
Correlation to MSCI World 0.25

Cumulative Monthly Returns

Risk & Return

Rolling Correlations (12 month)

Performance Notes:
The monthly performance indicates actual returns net of fees (0.5% management fee and 10% performance fee). Performance is taken from the strategies core trading accounts.

FOR AUSTRALIAN WHOLESALE AND USA QEP INVESTORS ONLY.
This publication has been prepared on behalf of and issued by Non Correlated Capital Pty Ltd. This is not an offer to deal in any financial product. This information is general in nature and is presented without regard to any investor’s individual objectives, financial situation or needs. It is not specific advice for any particular investor. Before making any decision about the information provided, you must consider the appropriateness of the information in this document, having regard to your objectives, financial situation and needs and consult your adviser. The value of investments and any income generated may go down as well as up and is not guaranteed. Past performance is not necessarily a guide to future performance. Changes in rates of exchange may have an adverse effect on the value, price or income of investments. Investors should be aware of local laws governing investments and should read all the relevant documents. Please visit www.noncorrelatedcapital.com and fill out a contact form to gain further information.

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