Gerobos geared portfolios follow a mandate focused on maximising long term absolute real return on a risk adjusted basis by employing strategies that capitalize on the movement, volatility and random walk in equity markets.
The portfolio management style is predominantly focused on capturing short term mispricing opportunities with 2 to 3 times exposure gained from the use of leveraged derivative instruments. This allows portfolios to earn returns on both sides of the market (long and short) and allows for gains during a decreasing market. Further, it may also result in funds outperforming the overall market through times of uncertainty and yield better returns when equities are not in a one directional trend.
In addition to the absolute real return objective, the strategy aims to maintain a low correlation to equity markets and minimize volatility through hedging strategies. Funds remain predominantly in cash and are employed when opportunities are identified that can be capitalized on. This management style has historically shown good risk adjusted returns and provided some downside protection during periods of equity market weakness.
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Please see the following terms, all of which it is assumed you have read and acknowledged. Consult your financial planner before entering in to any aforementioned products and ensure you have a good understanding of all terms, conditions and return profiles associated. All data, particularly rates and price quotations, contained herein are provided only for informational purposes and are subject to market fluctuations. Gerobos provides no warranty as to the reasonableness, completeness or accuracy thereof. Please note that the above contains no performance guarantees or promises and serves merely as a guide to our portfolio management techniques. Past performance is not an indication of future results. This report is proprietary property of Gerobos and you may not copy any part thereof unless you have obtained written consent from the authors. Client funds invested with Gerobos are invested with integrity in the same manner as Gerobos’ own funds are invested.