Funds
Admiral Fund
- Asia Pacific ex China 130/30 fund
- Portfolio of 60-80 stocks, turnover of 4x, max position size of 5%
- Target volatility ≈ 15%
- Employs quantitative factor models to screen for stocks that fit the Growth-at-reasonable-price (GARP) strategy
China A Shares Fund
- China-focused Quant 130/30 Fund
- Portfolio of 1000 stocks, turnover 100x max position size of 2%
- Target volatility ≈ 30%
- Algorithmically programmed and sophisticated investment strategies to generate high return
Bedrock Fund
- Strategies that are uncorrelated to the equity market (Equity Market Neutral)
- To serve as a consistent source of returns, independent of market cycle
- Target volatility ≈ 10%
- Achieved by looking for non-equity, high Sharpe-ratio strategies
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