Market-neutral and hedge-style investing using long/short positioning and relative-value trades to target consistent returns, rather than to beat a market benchmark.
Absolute Return & Alternatives is built around a different objective from most of our other services: rather than seeking to outperform a public-market benchmark, it aims to generate consistent returns that are largely independent of broad market direction.
To do this, it uses techniques such as long/short positioning — holding both bullish and bearish positions at once — and relative-value trades that seek to profit from pricing differences between related instruments, rather than from the overall direction of markets.
The result is a return stream intended to behave differently from traditional equity and bond exposure, offering investors a way to diversify against the market cycles that drive most conventional portfolios.
Exposure structured to reduce reliance on the overall direction of equity or bond markets for its return.
Combines long and short positions with relative-value trades that seek to profit from pricing relationships, not direction.
Success is measured against consistency and risk-adjusted return, not against a public-market benchmark.
Absolute Return & Alternatives typically suits investors and institutions in the following positions.
Investors seeking diversification against the market cycles that drive traditional equity and bond portfolios.
Investors who prioritise consistency of return over benchmark-relative performance.
Institutional and qualified investors with a defined risk tolerance for alternative approaches, looking to complement rather than replace a core market-directional portfolio.
A structured process for building and maintaining a market-neutral allocation.
Target volatility and correlation objectives are agreed and documented before any capital is allocated.
Capital is allocated across long/short and relative-value approaches selected to meet the agreed risk budget.
Positions are established and actively managed under the agreed risk framework.
Correlation, drawdown and performance are monitored on a standing basis against the agreed objectives.
Speak with our team about fit, eligibility and reporting before committing any capital.