Investment Strategies
Overview
Our investment philosophy is based on three core principles, built on decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value for our investors.
Thoughtfully Designed
In portfolio construction, risk management and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.
Risk Management
Our Risk Management team oversees all aspects of both financial and non-financial risks including Market and Liquidity Risk, Counterparty Risk, Model Risk, Operational Risk, and Technology Risk. The firm employs a robust Enterprise Risk framework, which provides for a strong governance structure and ensures independence in risk making decisions. We believe it’s important for Risk Management to interact closely with the Portfolio Management, Research, and Trading teams, working together in managing risk. Together, we aim to ensure that portfolios are manageable through sudden and severely adverse stress events.
Equities
For nearly two decades, our overall goal has been to build compelling and repeatable investments that are highly diversified across signals and regions, and within a risk-controlled framework. We apply this systematic approach across our strategies, catering to the widespread investment needs of our clients.
Single-Style
Strategies that provide pure implementations of individual styles, such as defensive, momentum and value.
Multi-Style
These strategies harness the diversification and potential return benefits of investing in multiple well-known styles in an integrated fashion.
Enhanced
These strategies seek to provide consistent excess returns over common benchmarks. They combine established signals backed by academic evidence with proprietary signals based on rigorous research.
Relaxed Constraint
Strategies that build on Enhanced, but broaden the implementation universe through use of limited shorting in a 130/30 context while remaining beta-1 products.
3-Alpha
These strategies differentiate by recognizing the inherent risks and opportunities that come with global equity investing. They pair our Enhanced Strategy alongside dedicated country and currency models for integrated alpha opportunities.
Fixed Income
We aim to generate consistent outperformance by systematically applying investment themes across securities. We believe that a multi-factor investment approach, harnessing underlying drivers of performance, will generate excess returns that are uncorrelated to other asset classes as well as traditional fixed income managers.
Absolute Return Credit
A market neutral credit strategy that seeks to deliver positive absolute returns with low correlations to traditional equity and credit markets. It does this by investing both long and short in a diversified portfolio of corporate credit and equity.
Emerging Markets Hard Currency
Seeks excess returns through country, maturity, and currency selection across hard currency and local currency markets. While the strategy includes local currency investments, it takes no beta to local currency debt, engages in no overall duration or spread timing, and targets a beta of one to its hard currency benchmark.
Global Aggregate
Seeks excess returns through country, maturity, credit, and currency selection. The strategy targets the credit and duration profile of the benchmark and so does not seek to engage in duration timing or sector selection.
Global Governments
This strategy seeks excess returns through country, maturity, and currency selection. It engages in minimal duration timing.
High Yield Corporates
Investment themes in this strategy are primarily expressed by within-industry security selection. It does not seek to engage in duration or credit timing.
Investment Grade Corporates
Seeks to outperform a core or long duration corporate benchmark. Our investment themes are primarily expressed by within-industry security selection. The strategy does not seek to engage in duration or credit timing.
U.S. Core Plus
Strategy that seeks excess returns through country, maturity, credit, and currency selection. Out-of-benchmark sectors are strictly used to increase security selection breadth, while still targeting the credit and duration profile of the benchmark, and so does not seek to engage in duration timing or sector selection.
Alternatives
As a pioneer in alternative investing, Elite Wealth Management has a long track record of managing the complexities of these types of strategies. By investing long and short, and balancing exposure to factors and asset classes, our alternative strategies are built to seek returns in both up and down markets. We offer both absolute return strategies, which target zero exposure to traditional markets, either at all times, or on average; and total return strategies, which maintain some exposure to traditional markets.
Absolute Return
Absolute Return Strategy
Provides exposure to highly diversified portfolios, aggregating nearly all of Elite Wealth Management’s strategies in a multi-strategy format.
Arbitrage Strategies
We offer convertible, merger and event-driven arbitrage strategies, or a diversified portfolio combining these strategies.
Global Aggregate
Seeks excess returns through country, maturity, credit, and currency selection. The strategy targets the credit and duration profile of the benchmark and so does not seek to engage in duration timing or sector selection.
Credit Strategies
Seeks positive absolute returns by investing both long and short in a diversified portfolio of credit instruments.
Equity Market Neutral
Employs a multi-factor, market-neutral investment process based on Elite Wealth Management’s broadest global stock selection capabilities.
Global Macro
Invests in major asset classes based on prices and macroeconomic fundamentals, using a variety of quantitative and qualitative inputs.
Hedge Fund Premia
Seeks to efficiently capture a diversified set of classic hedge fund styles and deliver them to investors in a transparent and liquid vehicle.
Managed Futures
A diversified strategy that seeks to take advantage of price trends in global asset classes.
Opportunistic
Identifies securities that show extreme undervaluation based on both our quantitative models, as well as a thorough qualitative review.
Real Return
Seeks to provide an inflation-hedging, positive real return through a diverse mix of strategies and assets.
Style Premia
Seeks to harvest the return premia from well-known factors such as value, momentum, carry and defensive across asset classes and geographies.
Volatility Strategies
Invests on the volatility risk premium and can be applied as either a standalone strategy, a buy-write, or to enhance traditional equities.
Investment Vehicles
Elite Wealth Management strategies are available in a variety of investment vehicles, from offshore limited partnerships to mutual funds and model portfolios. We also offer tax-aware implementation of some of our strategies, which may help taxable investors better reach their after-tax investment goals.
Institutional Investment Vehicles
We serve institutional investors—including pension funds, defined contribution plans, insurance companies, endowments, and foundations—with a range of vehicles to suit to their organization’s governance, pricing and liability needs.
- Private Funds
- Separate Managed Accounts
- Collective Investment Trusts
Registered Funds
We make many of our strategies accessible to individual investors through Elite Wealth Management-sponsored mutual funds, and offer options for investors in Europe and in Australia.
- U.S. Mutual Funds
- UCITS
- Australian Funds
Credit Strategies
Seeks positive absolute returns by investing both long and short in a diversified portfolio of credit instruments.
Equity Market Neutral
Employs a multi-factor, market-neutral investment process based on Elite Wealth Management’s broadest global stock selection capabilities.
Global Macro
Invests in major asset classes based on prices and macroeconomic fundamentals, using a variety of quantitative and qualitative inputs.
Hedge Fund Premia
Seeks to efficiently capture a diversified set of classic hedge fund styles and deliver them to investors in a transparent and liquid vehicle.
Managed Futures
A diversified strategy that seeks to take advantage of price trends in global asset classes.
Opportunistic
Identifies securities that show extreme undervaluation based on both our quantitative models, as well as a thorough qualitative review.
Real Return
Seeks to provide an inflation-hedging, positive real return through a diverse mix of strategies and assets.
Style Premia
Seeks to harvest the return premia from well-known factors such as value, momentum, carry and defensive across asset classes and geographies.
Volatility Strategies
Invests on the volatility risk premium and can be applied as either a standalone strategy, a buy-write, or to enhance traditional equities.