Equity World DEFI: Multi-factor portfolio that offers a balanced exposure to a set of core equity factors: Value, Quality, Momentum and Low Volatility
The THEAM Quant – Equity World DEFI Fund aims to increase the value of its assets over the medium term by being exposed to a dynamic basket of equities listed on global markets, the components of which are chosen using a systematic selection method based on fundamental and technical analysis of the companies’ shares.
- Firstly, the THEAM Quant – Equity World DEFI Fund is exposed to the global equity markets.
- Moreover, DEFI Strategy combines equity factors for a pre-defined tracking error positioning.
- It attempts to generate excess return over traditional market cap weighted indices.
- In addition, the strategy is based on a systematic investment process that selects equities through a combination of four investment style factors: Quality, Value, Low-Vol and Momentum.
- At last, an allocation mechanism which aims at controlling the relative risk between this factor allocation and the benchmark index is implemented.
Performance data and latest documents
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BLOG06/10/2020 · 1 Min
BLOG07/05/2020 · 1 Min
BLOG31/01/2020 · 1 Min
BLOG27/04/2021 · 1 Min
BLOG10/03/2021 · 2 Min