Investment Objective
Seek positive absolute returns
Seeking Positive Returns Uncorrelated to Equity Markets
The Vintage Equity Fund seeks to generate positive returns without exposing investors to the risks of equity markets by buying, or going long, stocks expected to perform well and selling short stocks expected to perform relatively poorly.
Investment Approach
The Vintage Fund seeks to deliver positive absolute returns by taking long and short positions in equity and equity-related instruments that are deemed to be relatively attractive or unattractive, respectively, based on Vintage investment models. The Fund is designed to be market neutral; positions in the portfolio are chosen so that the long side exposure is offset by the short side. The portfolio is constructed based on a global stock selection model, employing value, momentum, quality, and other proprietary factors to indicate which industries, sectors and companies are conditionally attractive or unattractive.
Why Invest in the Vintage Equity Fund?
We provide specialized investment management solutions across various sectors for our clients.
Opportunity to Perform in Rising and Falling Markets
The Fund seeks capital appreciation regardless of overall market direction. Over any short-term period, neither the direction nor the magnitude of the stock market tends to impact the strategy.
Greater Portfolio Diversification
The Fund invests in stocks across industries and geographic regions. It may provide additional diversification benefits such as lowering the overall portfolio’s volatility, reducing drawdowns and improving risk-adjusted returns.
Seeks Attractive Risk-Adjusted Returns
The Fund targets the spread between long and short positions, while remaining insulated from the large swings of equity markets. It seeks to deliver positive returns at a lower volatility, resulting in compelling risk-adjusted returns for investors.