MontLake Q. Brands Premiere Palm-Tree Alpha Equity UCITS Fund
The Montlake Q Brands Premiere Palm-Tree Alpha Equity UCITS Fund is advised by an experienced investment team.
Q Brands pursues a long-biased investment style which is systematic, investing globally in highly liquid Global mid and large-cap Brand companies, listed on exchanges in developed countries. The program invests exclusively in the consumer, technology and healthcare space. Fundamental, market and sentiment factor data are used to pick the underlying stocks, which are then combined to a portfolio using portfolio construction techniques, including artificial intelligence.
A protective cash buffer (enhanced Beta) can be raised during periods of overall market uncertainty (up to 100% cash).
In a favourable stock picking environment, leverage (0-100%) can be added to the long portfolio (Alpha), and the leverage is hedged with an equal size index short. In expected weak stock picking environment, the exposure can be geared down.
We see persistent structural anomalies in the market due to heterogeneous utility function of people (behavioural finance). Although the anomalies persist, they will change over time (some will only work at a certain period) and that is why we have our own machine learning algorithm that dynamically allocates weights to different factors.
Compared to most peers we use a 100% systematic approach and can process multiples of data points. The factor allocation process including machine learning is another unique aspect as is the feature of increasing the allocation (up to two times) to the core portfolio (while hedging the additional exposure) and the feature of going partially or totally into cash in certain market environments. All features are based on quantitative analysis of the portfolio and the macro environment.
The objective is to use Premiere investment technology and experience in order to generate a sustainable and robust long term capital growth, independent of economic cycles and stock market upheavals.
MontLake Q. Brands Premiere Palm-Tree Alpha Equity UCITS Fund
Sabina von Arx
Sabina E. von Arx, Swiss, has over 25 years of investment experience and spent 20 years at Morgan Stanley, covering as a Managing Director Billionaires and Institutional type European Family Offices. Sabina joined J. Stern & Co as a Partner in 2016. Previously she was a Director and Portfolio Manager at Rothschild Bank and Holding Treasurer at Jacobs Suchard and Head of the Family Office of the majority shareholder of Klaus Jacobs. Before she was Vice President at J.P. Morgan in the field of Treasury advising sophisticated Institutional and Ultra High Net Worth clients on foreign exchange and Derivatives trading and Hedging Strategies. Her particular strength is growing the net worth of wealthy clients, including Global Asset Allocation, Risk Management and Foreign Currency Hedging. Sabina holds an MBA from St. Gallen Business School of Economics (Switzerland) and is a graduate of the J.P Morgan Global Financial Markets MBA program in New York. Her charitable contributions include various Board Functions: Vice President of the Foundation Villa Ephrussi de Rothschild on Cap Ferrat, President of the Swiss Chapter of the World Scout Foundation, globally chaired by HRM the King of Sweden, President of ADMIA, Heart and Brain Research Foundation.
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MontLake Q. Brands Premiere Palm-Tree Alpha Equity UCITS Fund
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