X-Chequer Long/Short Fund
The Fund aims to deliver real returns over the medium term. With the ability to hedge, preserving capital is paramount in our process. The Fund will therefore have equity like returns with limited downside and may even be uncorrelated to the equity market.
It is primarily invested in the South African stock market, employing a long/short strategy. Very limited uses of futures are made to hedge out market risk.
The Fund combines a bottom-up stock picking process with various proprietary tools to construct the portfolio. Fundamental analysis is key to identifying investment opportunities. The Fund aims to deliver a net return of between two to three times SA cash rates.
To contact us for more information on our Fund offerings please click here