"Dynamically changing market positioning and bias according to market pressure, invest with a fund that lets you take advantage of trending markets as well as uncertainty"
Investment Objective
Vunani Dynamic Portfolio aims to use a range of leveraged strategies to provide investors access to high risk, high yield opportunities while still managing risk. This hedge fund-style investment’s requires low capital investment while giving investors access to potentially much higher geared returns. The fund aims at making fast aggressive returns in both rising and falling markets. It’s perfect for the investors who cannot dedicate the time and attention needed to actively manage their own leveraged derivative positions but understand the need for a geared equity exposure as part of a holistic investment strategy.
Investment Overview
The Vunani Dynamic Portfolio takes advantage of short-term price movements, across all sectors using derivatives contracts. The equity exposure level is a factor of the fund manager's analysis of the market's price levels and the equities potential to provide short-term returns. In selecting equities for this portfolio, where possible, the manager shall seek to sustain high long-term capital growth through short-term
technical trading based within longer-term fundamental trends. It selects from a universe of around 170 JSE listed equities, reacting to changing markets, economic conditions and relative sector prospects.
Investment Strategy
• Apply long/short directional strategies to companies in trending sectors
• Constantly applied process of top-down analysis to determine sector and company strength.
• Identify and exploit broad secular trends.
• The use of focused technical strategies to determine short-term directional signals.
• The limitation of risk through sector and directional diversification.
• The occasional opportunistic application of statistical arbitrage (pair trading) strategies to same-sector and cross sector exposure.
• A maximum of 10 open directional positions held at any point in time.
• Where possible exploit ultra-short-term intraday arbitrage opportunities
• Keep a long bias, however, even in a “normal” market, aim for a 20% short exposure to limit market risk while still taking advantage of sector rotation and identified weakness through relative sector and company performance.
• Dynamically adapted during falling markets to by reducing long exposure.
"Dynamically changing market positioning and bias according to market pressure, invest with a fund that lets you take advantage of trending markets as well as uncertainty"
Investment Objective
Vunani Dynamic Portfolio aims to use a range of leveraged strategies to provide investors access to high risk, high yield opportunities while still managing risk. This hedge fund-style investment’s requires low capital investment while giving investors access to potentially much higher geared returns. The fund aims at making fast aggressive returns in both rising and falling markets. It’s perfect for the investors who cannot dedicate the time and attention needed to actively manage their own leveraged derivative positions but understand the need for a geared equity exposure as part of a holistic investment strategy.
Investment Overview
The Vunani Dynamic Portfolio takes advantage of short-term price movements, across all sectors using derivatives contracts. The equity exposure level is a factor of the fund manager's analysis of the market's price levels and the equities potential to provide short-term returns. In selecting equities for this portfolio, where possible, the manager shall seek to sustain high long-term capital growth through short-term
technical trading based within longer-term fundamental trends. It selects from a universe of around 170 JSE listed equities, reacting to changing markets, economic conditions and relative sector prospects.
Investment Strategy
• Apply long/short directional strategies to companies in trending sectors
• Constantly applied process of top-down analysis to determine sector and company strength.
• Identify and exploit broad secular trends.
• The use of focused technical strategies to determine short-term directional signals.
• The limitation of risk through sector and directional diversification.
• The occasional opportunistic application of statistical arbitrage (pair trading) strategies to same-sector and cross sector exposure.
• A maximum of 10 open directional positions held at any point in time.
• Where possible exploit ultra-short-term intraday arbitrage opportunities
• Keep a long bias, however, even in a “normal” market, aim for a 20% short exposure to limit market risk while still taking advantage of sector rotation and identified weakness through relative sector and company performance.
• Dynamically adapted during falling markets to by reducing long exposure.