AQ Active Equity Strategy invests in Global Equities on a Long/Short basis to deliver attractive risk adjusted returns with a medium to long term horizon. The strategy is country and sector agnostic, providing the flexibility to generate ideas with no bias towards a specific industry, region or theme.
The investment process uses a systematic approach to narrow down the investment universe and then uses fundamental analysis to identify the best ideas with asymmetric payoff. The strategy uses robust risk management tools to manage position sizes, lower correlation to the market and to optimize portfolio mix.
The strategy aims to target mid-teen returns with lower volatility and drawdown as compared to the benchmark, Vanguard Total World Stock Index (VT). The strategy is reviewed and rebalanced periodically to make sure that diversification of risk exposures is maintained, with the best ideas being awarded the highest capital allocation.