Tramondo Dynamic Equity Opportunities (UCITS)
Defensive equity. global. 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
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Key fund figures
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 Opportunities pursues a conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times.
Available as an income strategy that offers a real alternative to traditional investment concepts.
“The key to making money in stocks is not to get scared out of them”
– Peter Lynch
Fund strategy and investment approach at a glance
Performance engine
- Access to a global 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
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
Press release: Approval for public distribution in Switzerland
Additional fund information (Liechtenstein Fund Association, LAVF)
Memberships, awards and ratings
Additional Information
In focus
Tramondo Dynamic Equity Europe (UCITS)
Defensive Europe equity strategy with active risk management
In focus
Tramondo Dynamic Equity Europe (UCITS)
Defensive Europe equity strategy with active risk management
Tramondo Next Generation (UCITS)
Global equity portfolio offering exposure to structural trends
Tramondo Next Generation (UCITS)
Global equity portfolio offering exposure to structural trends
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