Seeks positive absolute return by
blending systematic and discretionary portfolios.
Reasons To Invest
Differently diversified macro-alpha. Efficient Wealth builder. Team combines deep fundamental
and market knowledge with
advanced quant expertise.
May have a large allocation to cash if equities and bonds sell off
simultaneously. Realized volatility may at times exceed target volatility.
Diversified pool of macro strategies ranging from long-only systematic to long-short discretionary.
Expected volatility 10-13% with target Sharpe ratio of 1-2 targeting absolute return.
The strategy employs limited leverage and seeks macro-based alpha opportunities across horizons.
across equities, bonds, FX, commodities, carbon and crypto assets.
Implemented using liquid ETFs and futures.
Performance represents the live actual performance of all separately managed accounts managed under the strategy and includes total transaction costs but excludes management fees. Individual account performance may vary.
The information contained in this presentation (the “Information”) is provided by XAI Asset Management Limited (the “Company”) to you solely for your reference. The Information has not been independently verified and may not contain, and you may not rely on this presentation as providing, all material information concerning the condition (financial or other), earnings, business affairs, business prospects, properties or results of operations of the Company or its subsidiaries. None of the Company or any of their members, directors, officers, employees or affiliates nor any other person accepts any liability (in negligence, or otherwise) whatsoever for any loss howsoever arising (including, without limitation for any claim, proceedings, action, suits, losses, expenses, damages or costs) from any use of this presentation or its contents or otherwise arising in connection therewith. This presentation contains statements that constitute forward-looking statements which involve risks and uncertainties. These statements include descriptions regarding the intent, belief or current expectations of the Company with respect to the consolidated results of the macroeconomic conditions. These statements can be recognised by the use of words such as “believes”, “expects”, “anticipates”, “intends”, “plans”, “foresees”, “will”, “estimates”, “projects”, or words of similar meaning. Similarly, statements that describe the Company’s objectives, plans or goals also are forward-looking statements. All such forward-looking statements do not guarantee future performance and actual results may differ materially from those in the forward-looking statements as a result of various factors and assumptions. You are cautioned not to place undue reliance on these forward-looking statements, which are based on the current view of the management of the Company on future events. The Company does not undertake to revise forward-looking statements to reflect future events or circumstances. No assurance can be given that future events will occur, that projections will be achieved, or that the Company’s assumptions are correct. This presentation may also contain historical market data; however, historical market trends are not reliable indicators of future market behaviour. The Company expressly disclaims any responsibility for (i) the accuracy of the models or estimates used in deriving the analyses, (ii) any errors or omissions in computing or disseminating the analyses or (iii) any uses to which the analyses are put. By accepting and/or viewing the Information, you agree to be bound by the foregoing limitations.