Alternative Investment 2019

www.wealthandfinance-news.com 6 Wealth & Finance International - Alternative Investment Awards 2019 Drawing on its vast industry experience, AlphaBee Asset Management has noticed that, in the current investment environment one important question arises: how to protect capital, while making it grow at the same time? Investors face a highly uncertain outlook for global financial markets: compared to historical valuations, stocks and bonds are generally richly priced across global regions and sectors. In addition, current high asset price levels are threatened by a multitude of risks which could quickly materialize in negative valuation scenarios. Such risks include a potential global recession, especially coupled with unsustainable debt levels in the financial system, and/or escalating dangerous geopolitical situations in many regions of the world. The potential for an impending situation of stress on global financial markets is therefore high, as is AlphaBee Asset Management is an innovative investment management firm dedicated to protecting and growing its clients’ assets in all market environments. We profile the organisation to find out more. Best in Global Liquid Niche Investment Manager 2019 & Best Multi-Strategy Arbitrage FoF (Since Inception): AlphaBee Asset Management AlphaBee Asset Management the potential to violate the most important rule for managing capital: never lose money. As such, AlphaBee Asset Management’s primary goal when constructing and managing such a portfolio is to Protect and Grow capital in every market environment, incl. critical years such as 2008, 2011 and 2018. Over a financial market cycle, AlphaBee Asset Management targets an expected net annualized return of 6% to 10%, with a low standard deviation of roughly 2% p.a., corresponding to the volatility of short-term bonds, while always maintaining mark- to-market liquidity. The targeted exposition of the portfolio to financial markets depends on the direction of the firm’s in-house market signals and is steered actively: in times of expected market stress they avoid participation, in times of expected positive market performance they seek participation in the markets’ AlphaBee Asset Management upward moves. Two elements of the portfolio construction are, especially in combination, of high added-value: bottom-up strategies’ selection and the top-down allocation of those strategies according to the prevailing market risk regime. Seeking to offer clients the best possible solution, AlphaBee Asset Management draws on its specialized expertise in the analysis and selection of global liquid alternative niche investment strategies, in particular rare alpha strategies which can be profitable regardless of financial markets’ moves. The firm’s liquid niche investments consist of “below the radar” strategies such as capacity-constrained, pure arbitrage and emerging investment strategies and managers. Sourcing, analysing and negotiating an investment into such specialized strategies and managers takes considerable time, dedication and specialized know-how. The firm also boasts expertise in the dynamic allocation of these strategies to construct a robust, liquid portfolio to perform in every given market environment: First, its in-house models generate market signals to distinguish between various market regimes. Then, strategies are allocated in accordance with each regime. For example, in times of expected higher volatility, capital is allocated to those strategies that systematically profit from higher volatility. Overall, through investing into rare alpha strategies, neutralizing asset class risks if necessary, and maintaining a liquid, diversified portfolio of performing niche investment strategies, AlphaBee Asset Management targets attractive yearly returns and a positive asymmetry on its return distribution to Protect and Grow capital in all market environments. Company: AlphaBee Asset Management | Contact: [email protected] | Website: www.alphabee.lu