| FUND MANAGERS ATTENDING THE SUMMIT |
Here is a guide to the Fund Managers attending the Summit. This page is continually updated with new managers, please check back regularly for the latest list.
Advanced Global Capital
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Advance Global Capital, Ltd (AGC), a financial services company based in the UK, specializes in financing confirmed invoices of small and medium-sized businesses (SMEs) in emerging and underserved markets. AGC unlocks the value of invoices as financeable assets, particularly for women-owned businesses through local financial institutions (“factors”) or directly via invoicing technology platforms. We take a centuries old financing tool and overlay expertise in structuring, risk management and financial software to bring global capital to underserved businesses around the world. We connect SMEs in need of working capital with investors who seek commercial rates of return and positive social impact. Financing backed by invoices offers attractive risk-adjusted returns with low correlation to equity and bond markets. Working capital for SMEs fuels the engine of economic growth where it can make the biggest difference.
www.advanceglobalcap.com
Altis Partners
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We are a systematic CTA, specialised in advanced portfolio optimisation, uniting risk management and adaptive forecasting techniques applied across liquid global futures markets. Through rigorous, scientific approach to researching new, diverse sources of information that drives returns, we ensure our investment approach will stand the test of time and stand up to statistical scrutiny.
Anavio Capital Partners
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Anavio Capital Fund Limited is a European focused event driven fund with a capital structure approach. The founding partners are former senior members of the BTG equity investment team (Emiliano Leggieri, Daniel Horsley) and an ex-Goldman Sachs senior director (Dario Sacchetti). The Fund seeks to achieve superior uncorrelated risk-adjusted returns by opportunistically allocating capital across three strategies: Arbitrage, Special Situations, and Capital Markets (IPO’s, blocks, rights issues etc). The Investment Manager employs a fundamental approach to identifying core investments from a universe generally comprised of liquid global equities and credit instruments (and derivatives of each) in all sectors. The fund fully exploits the capital structure to create asymmetric returns on idiosyncratic situations that offer multiple entry points for value creation. Anavio have a one book philosophy where PMs co-own positions and therefore do not have pre-defined capital allocations. The fund strategy is mainly relative value, although opportunistically directional positions are taken.
www.anaviocap.com
Aphilion
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Aphilion, an equity specialist founded in 2001 and based in Brussels, Belgium, will be presenting their funds (total AUM 260M$): the market neutral hedge fund Aphilion SIF, and the UCITS Aphilion Q² with its two compartments Equities (long only global equity) and Balance (defensive).
Since its inception in 2008, Aphilion SIF (registered in Luxemburg) has delivered annualized returns of 13% with an ex-post beta of near zero. 2014 performance was +27%, 2015 return +22%. Aphilion Q² (registered in Belgium) – Equities has outperformed its benchmark (MSCI World, €) with almost 6% p.a. since the launch in 2001.
Our in-house mathematical models based on fundamental data provide us with a score for all the stocks in our universe of approximately 5000 stocks worldwide (only developed markets). The models are not followed blindly, and are run on a daily basis, which means all decisions are constantly monitored. This allows us to avoid most classic pitfalls of quantitative investing and makes it a lot easier to follow classic risk management guidelines. We think our proprietary methodology sets us apart from many, (at first sight) comparable funds and makes Aphilion SIF, Aphilion Q² - Equities or Aphilion Q² - Balance a good diversification in any multi-manager strategy.
Aphilion is interested to form collaborative long term partnerships with key investors.
www.aphilion.com/en
Digital World Capital
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DWC is a hedge funds with deep roots in the Telecommunications and Media Industries. Our Managing Partners, Karim Nasr and Frederik Kooij each have over 15 years of management, financial structuring and investing experience within the Telecom and Media universe, across the capital structure. In addition, our seed capital originates from one of the most successful Telecom entrepreneurs of the last fifteen years.
We aim to deliver a true specialist edge to liquid investment strategies. This means superior coverage of our investable universe, whether in the understanding of competitive, regulatory dynamics, operating trends, capital structures, valuation, risk and style factors, trading flows and technical analysis.
The less correlated nature of our investment universe and our ability to invest across the capital structure allows us to select the most appropriate ranges of risk-adjusted returns and hedging opportunities.
We focus on replicable, traceable investment processes and strong risk management discipline, and have made very substantial investments in our operating, compliance, IT and risk management platform.
Our focus is on capital preservation, trying to consistently generate low volatility and low correlation absolute returns. Over the past 4 years of track record, the fund (investing roughly 50/50 in equity and credit) delivered double the High Yield index returns, with 3x less volatility than the Telecom index, significantly lower drawdowns and a higher Sharpe ratio than the market.
www.dwcllp.com
King William Street Capital
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King William Street Capital Management Segregated Portfolio (KWSCM) is a new Alternative Investment Fund offering UK and International clients the opportunity to diversify their overall investment portfolio into the growing asset class of FX. The fund is multi strategy, with a focus on intraday volatility within the G10 Currencies and Spot Gold marketplace, supported by macro views. By combining experienced money managers, the latest technology, proprietary trading strategies, strict risk management controls and a focus on the investor experience, KWSCM offers an opportunity to a wide range of professional clients including professional investors, wealth managers, asset managers, pension funds and family offices. The team have a long-term view to running KWSCM, with the goal of growing the fund into a recognised and successful brand, managed with a strong ethical and philanthropic outlook.
Macromoney
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Macromoney, founded in 2013, is a Global Macro fund with Equity Bias focused on concentrated investments in securities, futures and options listed on the main stock exchanges. For achieving absolute returns in all market conditions, we have developed a proprietary model that applies a quantitative approach to macroeconomic data to evaluate main economic trends. These trends are then explored through a bottom-up approach to selected asset classes. We believe that alpha may only be generated from independent thinking, that is why the 20 years of the fund manager investment experience are complemented by the internet community of financial professionals, research firms and industry specialists that we consider to be an incredible source of investment ideas.
www.macromoney.com
Incentive Active Value Fund
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Incentive is an Oslo and Stockholm based investment manager founded by Svein Høgset (CIO), Niklas Antman, Mikael Berglund and Alexander Kopp. Incentive is the investment manager for the Incentive Active Value Fund and for the Incentive Active Value Long Only Fund, both Ireland based investment funds. Incentive employs a concentrated, value oriented investment strategy and primarily invests in high quality, mid-sized companies located in Northern Europe. Incentive’s current AUM is around USD 280 million. Incentive AS is regulated by Finanstilsynet, the Norwegian financial regulator.
SCIO Capital
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SCIO Capital LLP is an independent fixed income specialist in high-value credit solutions. We excel in identifying and capitalising on market inefficiencies, aided by our in-house expertise in structuring and securitising a broad variety of asset classes, including (for example) loans, bonds, mortgages and renewable energy.
Our investment philosophy:
• We believe: a risk-centric investment and active management approach focused on capital preservation creates the most sustainable value for our investors
• Our goal: to generate significant total returns while minimising risk
• We achieve: by capturing illiquidity premia while reducing fundamental credit risk
• Our approach: driven by thoroughly-developed, proprietary due diligence processes and systems for analytics, underwriting, monitoring and reporting
www.scio-capital.com
smn
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smn is a systematic manager based in Vienna, Austria. Smn's flagship fund, SMN Diversified Futures Fund (Managed Futures/CTA) was set up in 1996. The company specialises in Medium-/Long term trend following with a high degree of diversification. Next to the CTA strategy the company runs an equity program as well as a trend following fixed income strategy.
www.smn.at/en
