Perspective American Absolute Alpha UCITS Fund
The Perspective American Absolute Alpha UCITS Fund strives to provide positive absolute returns by employing a long /short equity investment strategy that is focused predominantly on North America.
The mandate of the fund is to deliver longer-term capital appreciation for investors within a low, but variable net exposure framework of -20% to +20% (typical) that does not subject investors to the cyclicality of broader equity markets. The investment team synthesizes fundamental bottom-up with top-down macro analysis, with an emphasis on ex-ante risk assessment in a process called Alpha Roll-up that portfolio manager Steve Moore has successfully deployed over the past two decades.
Portfolio construction is based on the synthesis of bottom-up and top-down information provided by 5 different investment modules to establish the risk/reward hypothesis, using systems that leverage advanced data-analytics. A diversified short portfolio is composed of individual equities that are selected to generate alpha, and not for hedging purposes.
Perspective American Absolute Alpha UCITS Fund
Michael joined Perspective Invest in January, 2023 as a Deputy Portfolio Manager with a focus on Technology, Media and Telecom (TMT) and Consumer equities.
Previously, Michael was a Co-Portfolio Manager at Stenham Asset Management. There he was responsible for helping manage Stenham’s Direct Equity business with over USD $350m in assets. Prior to that, Michael held positions as Senior Equity Analyst and Equity Analyst at Stenham. Michael started his career as an Small-Cap Analyst Intern at Argent Capital Management in the United States. Michael received an MSc in Finance (graduated cum laude) from Lindenwood University in the United States.
Stephen began his career at First State Fund Managers in 1997, covering North American consumer cyclical companies before becoming an analyst and then portfolio manager in 2001. In 2002, Stephen joined Threadneedle where he managed US life and pension funds. He went on to co-manage the Threadneedle American Crescendo Fund in 2004, becoming the lead manager in 2008. Stephen was also actively involved in the development of the American Extended Alpha Fund, Threadneedle’s first 130/30 product, which he went on to launch and manage in 2010. In 2014, he launched the Artemis Extended Alpha and Artemis Absolute Alpha Funds. Stephen holds a BComm and a BA from the University of Queensland, Australia. In 2000 he received his Investment Management Certificate, and he is an associate of the Securities Institute of Australia.
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Perspective American Absolute Alpha UCITS Fund
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