Target return
The Fund target is to outperform the Nasdaq 100 index.
Overview
HedgeMix Strategic AI Fund LP (the “Fund”) is an actively managed technology-focused equity fund with a relative return strategy. Our team is comprised of academics with high quantitative skills, and rigorous prior experience of evaluating financial data.
Objective
The objective of the Fund is to provide its Shareholders with the highest possible return in relation to the risk, where risk is measured as standard deviation of portfolio return.
Strategy summary
The investment strategy is a long-only equity strategy with a focus on the technology sector. The aim of the Fund is to identify and invest in companies that in a high grade will benefit from the expansion of artificial intelligence in the United States and abroad. The Fund shall hold a portfolio of listed, liquid stocks.
Allocation Strategy
Target return
The Fund target is to outperform the Nasdaq 100 index.
Fund Strategy
The Fund shall adopt a high-conviction, long-only equity investment strategy, investing in a selection of listed equities ranging from micro to large-cap companies. The aim of the Fund is to identify and invest in companies that the Fund Manager deem will benefit in a high grade from the expansion of artificial intelligence both in the United States and abroad.
The objective of the Fund is to provide its Unitholders with the highest possible return in relation to the risk, where risk is measured as standard deviation of portfolio return.
The Fund target investors with an investment horizon of 1‐10 years. Time horizon for investments in the Fund is recommended to be at least one year.
Investment Policy
The Fund may invest in stocks and low-risk money market instruments, and may hold cash. Cash shall be held in a cash account at the Fund’s custodian bank or prime broker. The Fund has no specific limitations in terms of geographical location and currency denomination of its investments although stocks shall be listed on a stock exchange in the United States. The Fund shall only trade in financial instruments where a market value is available on at least a weekly basis.
Derivatives
The Fund Manager may use derivatives to partly or fully reduce the currency exposure of investments denominated in a currency other than that of the Fund.
Risk profile
The Fund aims to maintain a medium risk level with a yearly standard deviation within the range of 5 to 30% measured on a rolling 24-month basis of the monthly return. The risk level may be above or below the threshold, especially during extraordinary market conditions and events.
The risk associated with investing in the Fund is primarily affected by the performance of the constituent companies, the accuracy of the investment model and the skill of the portfolio manager in the implementation of the investment strategy as well as by general market ups or downs.
Investor profile
Time horizon for investments in the Fund is recommended to be at least one year.
Fund performance and historical returns
No historical returns are available as the fund is pending launch.
Jacques Georget
Jacques has a double-degree in Finance & Economics from the University of Gothenburg and a master’s degree in Economics from Uppsala University, with a master’s thesis on monetary policy and wealth distribution. He has published fundamental analysis on numerous stocks which has made HedgeMix a top-ranked financial analyst at TipRanks.
| Fund | Share Class | ISIN code | Availability |
|---|---|---|---|
| HEDGEMIX STRATEGIC AI FUND LP | CLASS A & B | – | pending launch |
