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Tramondo Dynamic Equity Europe (UCITS)

Defensive equity. EurOpean. active risk management.

Conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times
Cumulative fund performance
Key documents
DOCLINK
Key fund figures1

N/A

Ann. Performance

N/A

Ann. Volatility

N/A

Sharpe Ratio

-15.7%

Max drawdown

EUR 28M

Fund
Size

We cannot direct the wind..

In the long term, equities can generate very attractive returns, but they are subject to massive market fluctuations that are difficult to predict.

A buy & hold strategy carries the risk for investors to suffer large price losses during stock market crashes.

This would erode the asset base essential for generating attractive returns in the long term.

 

.. but we can adjust the sails.

Tramondo Dynamic Equity Europe pursues a conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times.

 

“But the point is not that Europe is perfect. It’s simply that it’s a lot better than many investors think.”

– Financial Times

Fund strategy and investment approach at a glance
Performance engine
  • Access to a European portfolio of leading, high-quality companies with the most attractive business models or most promising innovations
  • Focus on stock selection using a disciplined fundamental («good story») and technical analysis («good chart») model
  • Inclusion of ESG criteria in the portfolio context
Click to enlarge
Drawdown protection
  • Active management of the underlying market risk through the use of exchange-traded futures contracts
  • Discretionary decision based on a systematic traffic light system
    Crucial hedging steps of 25% each to achieve an impact

 

Additional fund information (Liechtenstein Fund Association, LAVF)

Click to enlarge
Additional Information

Notes:
1 Strategy Performance based on EUR Class I Share Class
2 Converted to SICAV legal form on 20 January 2023.

In focus

Tramondo Dynamic Equity Opportunities (UCITS)

Defensive global equity strategy with active risk management

In focus

Tramondo Dynamic Equity Opportunities (UCITS)

Defensive global equity strategy with active risk management

Tramondo Next Generation (UCITS)

Defensive global equity strategy with active risk management

Tramondo Next Generation (UCITS)

Global equity portfolio offering exposure to structural trends

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