Tramondo Next Generation (UCITS)
Global. Equity. Exposure to structural trends.
Aims to outperform the broad equity market over the longer term by offering exclusive access to the most structurally attractive companies worldwide
Cumulative fund performance
Key documents
| DOC | LINK |
|---|
Key fund figures1
3.70%
Ann. Performance
22.71%
Ann. Volatility
0.15
Sharpe Ratio
-40.74%
Max drawdown
USD 19M
FundSize
We cannot direct the wind..
An excellent thematic opportunity tends to be supported by a secular trend lasting up to ten years or more. Every trend eventually suffers a setback, however. For instance, once a secular market leader puts in a major top, there is a 50 percent chance that it will decline by 80 percent—and an 80 percent chance it will decline by 50 percent.
A buy & hold strategy can expose investors to sub-par players who are more likely to fold during stock market corrections.
.. but we can adjust the sails.
Tramondo Next Generation aims to outperform the broad equity market over the longer term by offering exclusive access to the most structurally attractive companies worldwide (“Good Story”).
We prefer to actively trade around a trend (“Good Chart”), exiting technically overbought positions and scaling back in after a correction.
Fund strategy and investment approach at a glance
TOP-DOWN TREND IDENTIFICATION
- The investment committee identifies high-growth megatrends, evaluates “growth triggers”, analyses the macro environment
- The advisory committee assists in the identification of high-growth megatrends and adds perspective through consultation with subject matter experts
BOTTOM-UP STOCK SELECTION
- Identification of the leading companies within a megatrend through fundamental and technical analysis
- Assessment of portfolio qualities, such as country and sector diversification potential, growth, and liquidity criteria
PORTFOLIO CONSTRUCTION
- Benchmark-agnostic allocation to the most attractive growth trends, whereby the underlying positions determine trend weightings
Press release: Approval for public distribution in Switzerland
Additional fund information (Liechtenstein Fund Association, LAVF)
Additional Information
Notes:
1 Strategy Performance based on USD I Share Class
1 Sharpe ratio calculated using a risk-free rate of 1.00%
2 Converted into UCITS structure on 14 September 2021. 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
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
SUBSCRIBE TO RECEIVE FACTSHEETS HERE (WITHOUT OBLIGATION)
CURRENT FUND PERFORMANCE. EVERY MONTH IN YOUR INBOX.
Would you like to stop receiving facsheets at some point? No problem. In the fact sheet emails, you will find information on how to cancel your subscription at any time.
