Memnon ARP strategy

Zadig's global macro strategy designed to generate steady returns and protect capital from inflation

YTD Return   As at  
Inception  

Investment Objective

We think the Memnon ARP strategy can generate regular positive returns for investors by taking directional Long or Short exposures on global markets and protect investors’ capital from inflation

Process

Core Directional: The investments process relies on a systematic analysis of hundreds of complementary variables that translates into capital allocation to the most promising asset classes (Govts bonds, Equities, Commodities, Credit) in each region of the world.

Satellite: To enhance performance and possibly generate returns in all market conditions, notably in markets with no clear trend, market neutral strategies in Equities, Bonds and FX complete the Core strategy.

Why invest in Memnon ARP

Hedge for inflation. Historically equities are not inflation proof. Companies need to cope with rising production prices and preserve their margins. Through its capacity to short the bond market, the Equity market and go long commodities, Memnon ARP is fully equipped and prepared to deal with an inflationary environment.

Participation to macro trends. Interventionism and stimulus plans are building a track for markets to continue their expansion. At the same time, vulnerability and fragility is looming, hence the necessity to be agile and flexible.

Portfolio Characteristics

Risk management:    volatility <8%

Gross exposure:    max 200% (core)

Net exposure:
– Bonds   -50% to 200%
– Equities   -25% to 100%
– Commodities   0% to 30%
– Credit   0% to 10%

Fund Manager

Sébastien Maillard
Sébastien Maillard, CFA

Head - Global Macro Strategies

Performance
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Statistics
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Assets
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Snapshot
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Quarterly Strategy Reports

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This document is purely for informative purposes, and does not represent an offer or an invitation to invest.
All subscriptions must be made on the basis of the Funds issue Offering Memorandum or Prospectus in effect at the time of the subscription.
Past performance cannot guarantee future performance in any way. The value of investments may go down as well as up. You may not get back the original amount invested and may lose all of your investment.
Despite the fact that great care has gone into creating this document, errors or omissions cannot be ruled out. Zadig Asset Management SA accepts no responsibility in terms of the full and accurate nature of the information contained in this document.
Zadig Asset Management SA is a Luxembourg Management Company under Chapter 15 of the 17 December 2010, authorized and regulated by the Commission de Surveillance du Secteur Financier (CSSF) in the Grand-Duchy of Luxembourg.

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Zadig is committed to a high level of transparency with existing and potential investors. We rely on data to illustrate our investment philosophy and on the human touch to discuss and answer questions.