The Long Strategy is an equity-based strategy incorporating value and momentum stocks, with a bias towards value-based equity instruments.
The strategy follows a process of bottom-up and top-down stock picking including fundamental and technical analysis, with algorithms consistently processing a multitude of data points.
There is no defined sector or market capitalisation requirements; however, there is a bias towards small and medium cap stocks.
Highly liquid ETF’s contribute approximately 30% to the overall strategy position over time but can be less or more at any given time due to market fluctuations and/or other factors considered.
This strategy has outperformed the benchmark since inception.