RankiaPro Breakfast with Fund Selectors & Fund Buyers in Paris
16 DEC, 2024
Below is an overview of the investment strategies presented during the event:
RAM European Market Neutral Equity Fund - RAM Active Investments
- Presenter: Valentin Betrix, Senior Fund Manager from RAM Active Investments
In an environment characterised by low growth, sovereign risk, and normalised interest rates, we believe that relative-value strategies are more suitable for the European market than directional ones at this time.
The RAM European Market Neutral strategy is designed to remain uncorrelated to the market over the medium term, offering robust diversification for investors in this uncertain landscape. It is a UCITS-compliant, systematic equity strategy aimed at achieving absolute returns through a market-neutral approach. The strategy focuses on neutralising directional risks in European equities while consistently generating alpha through a multi-frequency approach that leverages Machine Learning and data-driven insights.
The strategy invests in high-quality companies with strong positive trends on the long side while shorting lower-quality companies with less attractive valuations and fundamental dynamics. Long and short opportunities are captured across large-, mid-, and small-cap equities, ensuring diversification and optimising returns while keeping low net size bias. Our AI platform, which integrates sentiment and market dynamics beyond fundamentals, helps us achieve optimal timing for entry and exit in these long/short opportunities.
The strategy also integrates governance and environmental dimensions and is classified as SFDR Article 8.
Trium ESG Emissions Improvers Fund - Trium Capital
- Presenter: Joseph Mares, Portfolio Manager from Trium Capital
The Trium ESG Emissions Improvers Fund is a market-neutral, UCITS-compliant fund that combines an equity long/short strategy with a strong focus on climate transition, particularly in emissions reduction. The fund targets high-emitting sectors such as energy, chemicals, mining, agriculture, construction, utilities, industrials, and transportation, which collectively represent around 90% of listed emissions, focusing primarily on companies in Europe and North America. The objective is to seek to deliver absolute returns by engaging with companies that have the potential to improve their environmental performance, specifically in reducing greenhouse gas (GHG) emissions.
Through active engagement, the fund identifies companies underrepresented in other ESG funds but which demonstrate a capacity to implement positive environmental changes. The investment team collaborates directly with portfolio companies to encourage decarbonisation, aiming to foster meaningful emissions improvements over time.
With a low correlation to the majority of ESG products and targeting 6-8% annualized returns with volatility in the same range, this fund provides a blend of financial and environmental performance. Designed for investors seeking alpha generation alongside measurable ESG outcomes, the Trium ESG Emissions Improvers Fund leverages the Investment Team’s sector expertise to offer a differentiated approach in the alternatives space.