New Funds in the List
We have added the following funds, selected according to the highest due diligence standards. As such, the funds belongs to the WSP Selection OpenList.
The fund is a style-agnostic and macro aware portfolio investing in equities of US smaller companies, typically companies with a market cap of less than $10bn.at the time of the purchase. The fund is managed by the same team as the large cap Artemis US Extended Alpha which is already on the list with the same proven process. It results an all-weather strategy that has been able to generate regular and robust alpha every single year since 2017 regardless of the market conditions.
The fund is a core defensive total return fund. It is designed for cautious long-term investors who seek regular and stable income from a diversified asset-mix (equities, high yield and investment grade credit, govies, EMD, FX carry, property, infrastructure, …). It can be used as a potential alternative to absolute return or fixed income funds as source of income. It targets a portfolio yield of 4-6% gross of fees per annum on average, with compounding attributes.Resilient portfolio built from the bottom-up and actively managed with tactical risk hedging. Very consistent track record with less than 5% of annualized volatility historically and no negative calendar year since inception in 2013 in USD.