STRATEGY

Based on how we think about the financial markets, Thirteen Diversified Fund is our answer to protect and create return on your assets. Thirteen Diversified Fund can be categorized as an individual long equity / short event-driven index hedge fund.

The strategy of the fund is an active hedge strategy to deliver absolute returns in volatile markets. On the long side we reduce the investment risk through diversification, which means that we spread the investments in listed equity across market sectors and countries. The countries of our focus are the SUN (Switzerland, USA, Netherlands) and the CIS region. For the potential downside risk we protect the assets by an active event-driven index hedge. So when markets become more volatile, the assets will be hedged with futures. The cash generated by the index hedge will be directly reinvested in the existing portfolio on a lower level. We believe that compounding will cause a snowball effect that will generate even more earnings.

Our investment policy is to use no leverage, only invest directly in listed companies and to be flexible and liquid.

In our brochure ‘Brief Introduction’ and our Prospectus with Annex 1 and 2, we explain in detail our strategy, complemented with our THIRTEEN Investment Criteria and a model of our strategy. Please contact us, if you are interested to find out more about our strategy.