The investment objective of the CREDIS STRATEGY is to provide steady high-quality returns by investing into the credit portfolio, including but not limited to, hedge fund and investment funds investing into different credit strategies worldwide, corporate bonds, governments and government agencies, emerging market corporate debt, profit participation loans, trade financing and other applicable credit instruments.
Historically steady returns and low correlation to the other major asset classes;
Best-in-class and unique opportunities in the fixed income sector;
The strategy is easily accessible through a liquid product (Actively Managed Certificate) with Swiss counter-parties and ISIN code.
OUR PRINCIPLES FOR PORTFOLIO ALLOCATION
Investing into strategies with low or negative historical correlation to traditional markets with high and steady returns
A large proportion of managers are hard closed to investors. Lemvi strategies has secured some capacity and favourable terms, thanks to our 10 year presence in the industry.
The portfolio is composed of the best managers in their niches and fields and diversified by strategy, sector, geography and instruments.
Impact investing/sustainable projects
A large portion of portfolio is typically dedicated to impact investing, such as special medical care, restoration of historical business, development of infrastructure projects in developing countries, etc.
Strict Risk Management procedure with ‘no-go’ items on which no compromises are done.
A frame of more than 10 rules checked live:
- Net and Gross exposure per position, per sub exposure and for the overall portfolio.
- Numbers of assets/ deals in total.
- Geographical and Asset exposures.
- Behavior and volatility of strategy.
- Stress tests given different extreme scenarios.
- Stop losses per sub-fund and for the overall portfolio.
- Monthly volatility of each sub-fund and for the portfolio.
- Counterparty risk checks.
- Strategy drift check.
- Yearly on-site visit.