Equity Strategies
Graian currently offers to its professional clients two equity strategies: European Core Equity and US Core Equity.
Equity strategies seek capital appreciation by investing in publicly traded stocks across various geographies and sectors. Equities offer potential for higher long term returns by through exposure to economic cycles in specific regions and sectors. Equity strategies employ a wide range of equity instruments, from large-cap to small-cap stocks, with a focus on earnings growth and momentum.
European Core Equity strategy focuses on the European equity market investing in a diversified portfolio of equities and equity-related securities.
Objective
This strategy aims to provide long-term capital appreciation by investing in European equities within the European Economic Area, the UK and Switzerland.
Investment Universe
The strategy invests in equities, equity derivatives and equity indices.
Risk Management
The strategy’s risk management, while monitoring all traditional volatility-based metrics, focuses primarily on avoiding permanent loss of capital. Key investment constraints used for portfolio construction are single issuer and sector concentration limits, a system of stop-loss limits, continuous stress testing for issuers’ business models, and employing various defensive tilts in unfavorable macro environments.
Investment Horizon
3 to 5 years
Reference Index
The Strategy uses as reference the MSCI Europe Net Return Index, however, it is used only for comparison purposes and as part of the calculation of risk exposure.
US Core Equity strategy focuses on the US equity market investing in a diversified portfolio of equities and equity-related securities.
Objective
This strategy aims to provide long-term capital appreciation by investing in US equities.
Investment Universe
The strategy invests in equities, equity derivatives and equity indices.
Risk Management
The strategy’s risk management, while monitoring all traditional volatility-based metrics, focuses primarily on avoiding permanent loss of capital. Key investment constraints used for portfolio construction are single issuer and sector concentration limits, a system of stop-loss limits, continuous stress testing for issuers’ business models, and employing various defensive tilts in unfavorable macro environments.
Investment Horizon
3 to 5 years
Reference Index
The Strategy uses as reference the S&P 500 Net Total Return index, however, it is used only for comparison purposes and as part of the calculation of risk exposure.
Graian currently offers to its professional clients two equity strategies: European Core Equity and US Core Equity.
Equity strategies seek capital appreciation by investing in publicly traded stocks across various geographies and sectors. Equities offer potential for higher long term returns by through exposure to economic cycles in specific regions and sectors. Equity strategies employ a wide range of equity instruments, from large-cap to small-cap stocks, with a focus on earnings growth and momentum.
European Core Equity strategy focuses on the European equity market investing in a diversified portfolio of equities and equity-related securities.
Objective
This strategy aims to provide long-term capital appreciation by investing in European equities within the European Economic Area, the UK and Switzerland.
Investment Universe
The strategy invests in equities, equity derivatives and equity indices.
Risk Management
The strategy’s risk management, while monitoring all traditional volatility-based metrics, focuses primarily on avoiding permanent loss of capital. Key investment constraints used for portfolio construction are single issuer and sector concentration limits, a system of stop-loss limits, continuous stress testing for issuers’ business models, and employing various defensive tilts in unfavorable macro environments.
Investment Horizon
3 to 5 years
Reference Index
The Strategy uses as reference the MSCI Europe Net Return Index, however, it is used only for comparison purposes and as part of the calculation of risk exposure.
US Core Equity strategy focuses on the US equity market investing in a diversified portfolio of equities and equity-related securities.
Objective
This strategy aims to provide long-term capital appreciation by investing in US equities.
Investment Universe
The strategy invests in equities, equity derivatives and equity indices.
Risk Management
The strategy’s risk management, while monitoring all traditional volatility-based metrics, focuses primarily on avoiding permanent loss of capital. Key investment constraints used for portfolio construction are single issuer and sector concentration limits, a system of stop-loss limits, continuous stress testing for issuers’ business models, and employing various defensive tilts in unfavorable macro environments.
Investment Horizon
3 to 5 years
Reference Index
The Strategy uses as reference the S&P 500 Net Total Return index, however, it is used only for comparison purposes and as part of the calculation of risk exposure.