EXCA Prime’s investment approach encourages a blend of securities, methods and strategies which endeavor to seek out investment opportunities to produce sustainable returns for the investor.
We employ a Multi-Strategy Hedge Fund strategy offering investors long term capital growth opportunities that might otherwise not be available to them.
Before an external strategy can be considered for allocation to the portfolio, it is analyzed based on a series of quantitative and qualitative investigations. This is to ensure that the potential strategy displays the ability to generate alpha across varying market conditions uncorrelated to the overall portfolio. Screened and selected strategies may exhibit similar trading styles, as long as the trade methodology has some differentiating factors.
The external strategies that trade an active allocation are monitored by strict risk management procedures to observe the controls in trading exposure, drawdown levels, leverage and position limits. Additionally, the underlying performance of each strategy is analyzed and reassessed in the situation where those returns deviate from a predetermined range. A resolution plan is in place to safeguard against a breach of the internal constraints.
Our research combines rigorous analysis and follows the below steps:
The Fund will proactively attempt to minimize downside risk by employing rigorous oversight with carefully structured:
Monitoring I Due Diligence I Rebalancing
Risk is continuously assessed within the portfolio in accordance with all the relevant AIF rules and regulations.