Collidr Adaptive Global Equity UCITS Fund
The Collidr Adaptive Global Equity UCITS Fund managed by Collidr Asset Management Limited has been specifically designed to adapt to market conditions – whether to take risk or preserve capital – by relying on a proprietary systematic approach to dynamically tilt or hedge the fund’s equity exposure. This fund has been designed for clients who are willing to take equity risk during most cycles, but equally want, where possible, to preserve capital when market conditions deteriorate.
The fund is a global equity fund that holds a core basket of equities from the US, European, UK and Japanese markets (using a quantitative approach to selecting stocks with strong fundamentals), and employs a pro-active risk management overlay to control equity exposure.
As to fund construction, each geographical area is treated as a separate portfolio for risk management purposes, with positions being equally weighted to avoid one position dominating performance. It is through Collidr’s specialised risk system ARES™, however, where this fund differentiates itself and seeks to add value. This risk system helps direct the overall level of market exposure that the fund takes in each geographical region, with the ability to be completely hedged across all markets where appropriate. It is through this system, of allowing the fund to take on market risk in rallies and hedging during downturns, which gives the fund its edge.
The fund’s objective is to generate a positive absolute return over a long term (5-10 years) market cycle whilst reducing the risk of losses. Invested capital is at risk however, and there is no guarantee that the objective will be attained over any time period.
Collidr Adaptive Global Equity UCITS Fund
Colin has over 20+ years industry experience. Colin started his career at Abbey National Asset Management, specialising in futures trading and risk analysis before moving onto Metage Capital in 2006, a London-based hedge fund. In 2009, Colin became Investment Manager where he was responsible for running the asset allocation and hedging strategies for the fund. Colin’s depth of knowledge and experience in a multi-asset environment through various trading conditions adds significant expertise to the team, where he works with the CIO in delivering investment performance within the Group. Colin has a BA (Hons) in History & Politics and is a CFA charter holder.
Dr Tony Wilkinson
Tony has an exceptional academic career, with a BSC (1st Class) in Experimental Physics, an MRes in Nuclear Physics and an MSc in Physics & Computing in Medicine, leading to his formative career as a Senior Nuclear Medicine Physicist for the NHS in Cumbria. In 2007, Tony commenced a Ph.D. in Astrophysics, before changing career direction, joining the research team at Altis Partners in 2011, where Tony became the Product Specialist of the Global Futures Portfolio – a fully systematic hedge fund, trading a diverse range of over 100 international futures markets. In 2014, Tony joined Wonga as an Innovation Analyst, where he applied cutting-edge machine learning techniques to solve supervised classification problems related to credit-risk for products. In ISG, Tony supports the CIO in developing the quantitative tools that support the proprietary group investment process.
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Collidr Adaptive Global Equity UCITS Fund
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