Meritum Capital – Accumulator
The Meritum Capital – Accumulator is an asset management fund that invests globally according to a contrarian strategy: Where it pays off and when it pays off!
The Meritum Capital – Accumulator is a multi asset fund aiming at a positive return after inflation. The fund has a flexible risk profile reflecting capital markets opportunities and takes advantage of different asset classes (i.e. stocks and bonds) and instruments (i.e. investment funds or direct investments) for executing its strategy best possible.
The portfolio is constructed long term consisting of best possible uncorrelated assets, including bonds and equities of different regions and sectors worldwide. The valuation centric management approach leads to a contrarian investment style. This means that within increasing markets and valuations a cash position can be built. Should markets suffer a harsh decline and valuations get depressed on back of a bad investor sentiment the risk profile can be increased. The fee structure does not contain a performance fee and is considered as best possibly aligned with investor interest. Hence, the fund can serve as a long term core holding.
If you want to learn more about the Meritum Capital – Accumulator, please contact us.