The fund consists of a systematic stock-picking strategy based on companies’ financial fundamentals.
The THEAM Quant – Equity US GURU fund aims to outperform the US equity market (the S&P 500 Net TR Index) over the long term by being exposed to the largest and most liquid US stocks which follow the GURU® strategy’s selection criteria in terms of profitability, valuation and future business prospects.
- The fund is exposed to US equity markets.
- A fundamental selection process is used systematically and based on an objective and transparent framework.
- All companies in the investment universe (850 companies) are reviewed on a monthly basis.
- The fund utilises a systematic and transparent investment process without any discretionary intervention which helps to minimise implementation costs and risk concentration.