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ZEST QUANTAMENTAL EQUITY
Zest “Quantamental” is an Equity fund, with single position weights set at around 2% and sector allocation which mimics the referred market indices with a few percentage points deviations that are decided based on our proprietary “Market Timing” models. An exception is represented by investments in the financial sector which constitutes only a marginal part of our allocation. The fund aims to generate returns in line with US and EU financial markets returns, maintaining its volatility profile under control.
|Trading and Valuation||Daily|
|Initial investment||250.000,00 EUR|
|Strategy||Equity Europe / North America|
|Management Fees||1.20 %|
Philosophy: The fund adopts a “Quantamental” approach, which can be defined as a combination of a Quantitative Analysis for screening and ranking purposes and a Fundamental Analysis in determining the intrinsic value.
Strategy: Using proprietary Quantitative models, we analyze companies under different perspectives. Growth, Valuation, Corporate Culture, Profitability, Analyst’s Estimates and Price performance; these are the main parameters we evaluate to assign a “Global Score” to each company in our Investment Universe. This “Global Score” is a proprietary indicator of a company’s attractiveness. The best candidates are then selected and their risk/reward profile is determined.
Funds Documents PRIIPs KIDs