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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
DOCLINK
Key fund figures1

3.70%

Ann. Performance

22.71%

Ann. Volatility

0.15

Sharpe Ratio

-40.74%

Max drawdown

USD 19M

Fund
Size

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.

 

“Change can be frightening, and the temptation is often to resist it. But change almost always provides opportunities – to learn new things, to rethink tired processes, and to improve the way we work.” – Klaus Schwab, Founder WEF
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
 
Click to enlarge
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
Click to enlarge
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

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