The Adrian Lee & Partners Global Macro Alpha Fund seeks long term capital appreciation by active management of currencies, fixed income, and equities. The Fund will seek to adhere to a disciplined investment approach based on a quantitative and fundamental investment strategy whose aim is to achieve the objective of the Fund.

Price:

Fund Strategy:

  • The Global Macro Alpha Fund utilizes Adrian Lee & Partners’ proven fundamental quantitative investment process to maximize return separately and independently across the three universes of: Global Equity, Global Fixed Income and Currencies.
  • The Fund is diversified across 3 asset classes, 9 sources of alpha, over 600 factors at play across 50+ liquid markets.
  • Generates absolute returns while maintaining low market correlations through a diversified alpha generation process that is predominantly market-neutral.

Investment Manager:

  • Adrian Lee & Partners  is an independent, employee-owned asset manager founded in 1999 that specializes in research-led currency and global asset management.
  • Founding partners pioneered active currency management in 1989 at J. P. Morgan Investment Management.
  • Fundamental quantitative investment process proven in currency and global macro.
  • Team of 28 professionals with an average of 20+ years experience.
  • $20bn in Assets Under Management.
  • Seeks absolute returns and low correlations to markets.
  • Local presence in Europe, North America and Australia.

Performance:

Literature:

ProspectusDownload
SupplementDownload
KIDDownload