Absolute Return - Focus Asset Management : Focus Asset Management

Why invest in the Absolute Return Fund?

Attractive Risk-Adjusted Returns

This fund aims to deliver attractive absolute returns in all market environments.

Low Volatility / Low Correlation

These strategies are designed to take idiosyncratic (investment-specific) risk, not market risk, meaning they are less volatile than equity markets, with significantly lower drawdowns.

Liquidity

Because these strategies are employed in liquid markets, the fund offers enhanced liquidity relative to private investments.

Tax efficient

Despite offering similar stability of returns as fixed income investments, most of the returns in these strategies come in the form of capital gains.

Absolute Return Investment Attributes

Specialized strategies focused on exploiting inefficiencies in financial markets (i.e. merger arbitrage, convertible arbitrage, relative value, event-driven, long / short equity.) Designed to deliver a relatively liquid source of attractive absolute returns with a low volatility, and minimal correlation with public capital markets. Think of it as better returns than fixed income without the volatility and drawdowns of the equity market.

We plan to allocate the fund’s capital to a small number of world-class external managers who specialize in this area and have undergone extensive due diligence. Ideal partners will offer:

Organizational strength with a well-capitalized, thoughtful and stable leadership team, deep “bench strength”, and commitment to all facets of the business
The highest standards of honesty, integrity, and transparency
Experienced investment teams with a disciplined process and consistent track record of success
Exceptional risk management

The fund aims to deliver attractive absolute returns over the long-term with low volatility and low correlation with public equity and fixed income markets.

Investment Strategies

We offer a diverse mix of investment strategies across multiple asset classes. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference.